Updated:
Bookends Financial Planning
Bookends Financial Planning was established in 2009. It functions as a wealth manager based in Indianapolis. The firm provides asset management, financial...
Overview
Bookends Financial Planning was established in 2009. It functions as a wealth manager based in Indianapolis. The firm provides asset management, financial planning, and portfolio management. It serves individuals, high-net-worth individuals, families, and retirement plans across the United States. No recent operational events from the last 24 months are recorded. Team size and additional offices remain undisclosed. The firm operates without disclosed ties to external vehicles or club structures.
General information
Firm type
Wealth Manager
Year founded
2009
Location
Region
North America
Country
United States
City
Indianapolis
Corporate office
Indianapolis, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Bookends Financial Planning?
No named principals or CIO are disclosed in available records.
Does Bookends Financial Planning participate in fund commitments or only direct deals?
Available information does not specify fund commitments versus direct investments.
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