Bookends Financial Planning, IN — Investment Adviser | BuildTrust

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BOOKENDS FINANCIAL PLANNING

Investment AdviceINDIANAPOLIS, IN

Assets Under Management

$289M

Total AUM

Donut chart: Discretionary 287.3M, Non-Discretionary 1.6M
Category	Value
Discretionary	287.3M
Non-Discretionary	1.6M

Adviser Information

Field	Value
CRD Number	305301
SEC Number	801-117718
Street Address	7320 US 31 S
Location	INDIANAPOLIS, IN 46227
Country	United States
Phone	317-859-2502
Fax	317-859-2503
Total Employees	10
Business Types	insurance_broker

Client Count by Type (505 Total)

Horizontal bar chart: Individuals (other than H… 435, High Net Worth Individual… 68, Corporations/Businesses 2
Category	Value
Individuals (other than H…	435
High Net Worth Individual…	68
Corporations/Businesses	2