Allocator Index · CRD 143311

ELSER FINANCIAL PLANNING, INC.

Indianapolis, IN · 317-731-5615 · elserfp.com

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

420

Other individuals

158

HNW assets

$1.95B

Total AUM

$2.11B

Employees

15

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.