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| Bischoff Wealth Management Group LLC
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|---|---|
| CRD # | 171652 |
| SEC # | 801-106594 |
| CIK # | |
| AUM | $195.8 MM (2024-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 317-851-9718 |
| Address | 107 North State Road 135 Greenwood, IN 46142 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 64.8 |
| (b) Individuals (high net worth individuals) | 87 | 126.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 195.8 |
| By Discretionary | ||
| Discretionary | 369 | 195.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 369 | 195.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.8 | |
| Total | 369 | 195.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
WMS Advisors LLC
✚
|
NC | 0.2 |
|
Michael Brady & Co LLC
✚
|
OH | 0.2 |
|
Efinancial Alliance LLC
✚
|
TN | 0.2 |
|
OFG Financial Services Inc
✚
|
KS | 0.2 |
|
Financial Futures Limited Liability Company
✚
|
NJ | 0.2 |
|
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
|
NorthStar Asset Management LLC
✚
|
NJ | 0.2 |
|
Norris Financial Group LLC
✚
|
SC | 0.2 |
|
Kempner Capital Management Inc
✚
|
TX | 0.2 |
|
McNaughton Wealth Management LLC
✚
|
CA | 0.2 |