FindingFraud.org


Blog
Contact
Initial
Research

BEDEL FINANCIAL CONSULTING INC
BEDEL FINANCIAL CONSULTING INC (CRD# 105653) is an SEC-Registered Investment Advisor (RIA), headquartered in Indianapolis, IN. The SEC approved the firm to operate as an RIA in Jul 1989. In May 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.2 Billion, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BEDEL FINANCIAL CONSULTING INC also reported in May 2018:
  • 15 employees, with 12 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEDEL FINANCIAL CONSULTING INC has no disclosure events reported to the SEC at this time.
 

View BEDEL FINANCIAL CONSULTING INC's most recent Form ADV filing
 


BEDEL FINANCIAL CONSULTING INC has Notice Filings with the following State Securities Authorities: AZ-Mar 2012, CA-Mar 2012, CO-Mar 2013, FL-Mar 2002, IL-Mar 2004 , IN-Feb 2001, LA-Mar 2006, MA-Mar 2018, MI-Mar 2018, NC-Mar 2018 , OH-Mar 2014, SC-Mar 2018, TX-Sep 2013, WA-Mar 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.