Market Street Wealth Management Advisors, LLC is a large advisory firm based in Indianapolis. It manages $315.43 million of regulatory assets for 1,185 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Illinois, Indiana, and Texas.
Market Street Wealth Management Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Market Street Wealth Management Advisors, LLC is $315.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1015% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Market Street Wealth Management Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Market Street Wealth Management Advisors is high net worth individuals with 109 clients and $233.74 million of assets under management. Among the 8 most similar advisory firms, Market Street Wealth Management Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $315.43 million for 329 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Market Street Wealth Management Advisors doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Market Street Wealth Management Advisors, LLC is owned by Timothy Brad Woodward. Katie Jo Fischer joined the executive team most recently as the Chief Compliance Officer.
The principal office where Market Street Wealth Management Advisors, LLC performs its advisory services is located at 3105 E 98 Th Street, Indianapolis, IN 46280, which is also the mailing address of the firm. An additional office of the firm is in Crawfordsville, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-552-0505 or by fax 317-552-1505. The normal business hours are 7:30am - 4:00pm on Monday - Friday. You can find more information about the New York firm at mswma.com/.