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BEDEL FINANCIAL CONSULTING INC
CRD 105653 · SEC 801-34764
8940 RIVER CROSSING BLVD., SUITE 120, INDIANAPOLIS, IN, 46240, United States
Phone
317-843-1358
Fax
317-574-5999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.92B
Discretionary AUM
$2.92B
Team
28 total employees; 19 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 421 | $132.9M |
| High net worth individuals | 741 | $2.73B |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MA, MI, MN, NY, NC, OH, OR, PA, SC, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD