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GOELZER INVESTMENT MANAGEMENT
GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402 · SEC 801-55588
10 EAST MAIN STREET, SUITE 110, CARMEL, IN, 46032, United States
Phone
317-264-2600
Fax
317-264-2601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.51B
Discretionary AUM
$4.31B
Team
34 total employees; 22 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsPORTFOLIO MONITORING/CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $109.7M |
| High net worth individuals | 404 | $2.04B |
| Pension/profit sharing plans | 12 | $9.2M |
| Charitable organizations | 42 | $1.36B |
| State/municipal entities | 35 | $575.2M |
| Corporations/business entities | 19 | $212.7M |
States served
AZ, CA, CO, DE, GA, IL, IN, KY, MD, MA, MI, NE, NC, OH, SC, TN, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD