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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bischoff Wealth Management Group LLC
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|---|---|
| CRD # | 171652 |
| SEC # | 801-106594 |
| CIK # | |
| AUM | $196.0 M (2025-03-13) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 317-851-9718 |
| Address | 107 North State Road 135 Greenwood, IN 46142 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 63.8 |
| (b) Individuals (high net worth individuals) | 86 | 124.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 196.0 |
| By Discretionary | ||
| Discretionary | 713 | 196.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 713 | 196.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.0 | |
| Total | 713 | 196.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prossimo Advisors LLC
✚
|
CA | 0.2 |
|
Foundation Capital Management LLC
✚
|
PA | 0.2 |
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
BB Graham & Company Inc
✚
|
CA | 0.2 |
|
Schlindwein Associates LLC
✚
|
TX | 0.2 |
|
Prato Capital Management Inc
✚
|
NY | 0.2 |
|
Cooper Financial Services Inc
✚
|
CT | 0.2 |
|
Kingsman Wealth Management Inc
✚
|
FL | 0.2 |
|
Kelley Investments LLC
✚
|
0.2 |