KOTYS WEALTH PROFESSIONALS
Valparaiso, IN
AUM
$308.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
219-465-6924
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IN, VALPARAISO
3 advisers found
LAUER WEALTH MANAGEMENT
Valparaiso, IN
AUM
$160.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
219-243-8129
MWM ADVISORY GROUP, LLC
Valparaiso, IN
AUM
$39.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
219-510-5069