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Bedel Financial Consulting

EST. AUM
$2,919,792,188

CONTACTS
10

CLIENT ACCOUNTS
5,435

Firm Details

Metro area Indianapolis
CRD Number 105653
Website bedelfinancial.com
Client types

Overview

Growing RIA in Indianapolis with over $2 billion in assets - all high-net worth individuals. Their team of analysts are broken up by asset class coverage in which they create an approved list of funds where their portfolio managers can select investment strategies. They invest in traditional equity and fixed-income, both active and passive. Alts are all liquid. Adding private alternatives in their practice via quarterly liquidity funds.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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