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TEEPLE WEALTH MANAGEMENT, LLC
TEEPLE WEALTH MANAGEMENT, LLC
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT
BROWNSBURG, Indiana
·
4 registered advisors
·
CRD# 147676
SEC# 801-124740
7
317-350-4255
01
Firm Overview
AUM
$170M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TEEPLE WEALTH MANAGEMENT, LLC
4 registered advisors
Kimberly Rene' Newsome
BROWNSBURG, Indiana
CRD# 7411781
Matthew Joel Teeple
BROWNSBURG, Indiana
CRD# 4827102
Matthew Tyler Snyder
BROWNSBURG, Indiana
CRD# 6921022
Timothy Alan Dukeman
BROWNSBURG, Indiana
CRD# 7117688
05
Office Locations
BROWNSBURG, Indiana
4 advisors
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Data sourced from SEC Form ADV filings. TEEPLE WEALTH MANAGEMENT, LLC (CRD# 147676) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.