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James Andrew Concannon

GOELZER INVESTMENT MANAGEMENT, INC.·CARMEL, Indiana
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10 EAST MAIN STREET, CARMEL, IN 46032CRD# 1722214Firm CRD# 44402
01

About

James Andrew Concannon is a registered financial advisor based in CARMEL, Indiana, affiliated with GOELZER INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GOELZER INVESTMENT MANAGEMENT, INC.
GOELZER INVESTMENT MANAGEMENT
AUM
$3.2B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at GOELZER INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1722214
Firm CRD# 44402
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Andrew Concannon offer?
James Andrew Concannon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are James Andrew Concannon's credentials?
James Andrew Concannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Concannon located?
James Andrew Concannon is based in CARMEL, Indiana, working with GOELZER INVESTMENT MANAGEMENT, INC.. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does James Andrew Concannon charge for services?
James Andrew Concannon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOELZER INVESTMENT MANAGEMENT, INC.?
GOELZER INVESTMENT MANAGEMENT, INC. has approximately 36 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARMEL
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Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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