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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Goelzer Investment Management Inc
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| CRD # | 44402 |
| SEC # | 801-55588 |
| CIK # | |
| AUM | $1.5 BB (93% Disc, 100% US) |
| Employees | 27 (100% Investors, 0% Brokers) |
| Phone | 317-264-2600 |
| Address | 111 Monument Circle, Suite 500 Indianapolis, IN 46204-2990 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ACWX | 35.9 | ||
| IJR | 18.0 | ||
| DBEF | 16.9 | ||
| OHI | 7,400.0 | 15.5 | |
| IJH | 15.5 | ||
| MRK | 208,740.0 | 14.3 | |
| IVV | 13.5 | ||
| AAPL | 843,560.0 | 11.8 | |
| IWD | 11.0 | ||
| ENB | 73,790.0 | 11.0 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Force Capital Management LLC
✚
|
NY | 1.5 |
|
BancWest Investment Services Inc
✚
|
NE | 1.5 |
|
Financial Management Advisors Inc
✚
|
CA | 1.5 |
|
Meritage Portfolio Management Inc
✚
|
KS | 1.5 |
|
Synovus Trust Company NA
✚
|
GA | 1.5 |
|
Private Vista LLC
✚
|
IL | 1.5 |
|
SouthernSun Asset Management LLC
✚
|
TN | 1.5 |
|
Sisung Investment Management Services LLC
✚
|
LA | 1.5 |
|
Capital Counsel LLC
✚
|
NY | 1.5 |
|
Oakbrook Investments LLC
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|
IL | 1.5 |