Anthony
Harcourt

Bedel Financial Consulting Inc

CRD#6215637
Investment Advisor
in Indianapolis, IN

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About this Advisor

Anthony Harcourt is a financial advisor based in Indianapolis, Indiana, working with Bedel Financial Consulting Inc. Anthony has previously held a position at Bedel Financial Consulting, Inc. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana, Louisiana, and North Carolina. Currently, Anthony is part of Bedel Financial Consulting Inc, which operates out of Indianapolis, Indiana. The firm has 25 employees and manages assets totaling $2.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Bedel Financial Consulting Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8940 River Crossing Blvd. Suite 120
Indianapolis, IN 46240

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Bedel Financial Consulting Inc Brokerage Details

Total Assets Under Management

$2,137,382,356

IN Average: $1,347,246,178
Total Number of Employees

25

IN Average: 46
Total Number of Accounts

4,806

IN Average: 1,775
Average Account Size

$444,732

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Anthony Harcourt Work History

2014 - Present (10 years)

Bedel Financial Consulting, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Anthony Harcourt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bedel Financial Consulting Inc

Anthony Harcourt
Indianapolis, IN
Abigayle Vanderheyden
Indianapolis, IN
Nicholas Rosebraugh
Indianapolis, IN
Austin Stagman
Indianapolis, IN
Mathew Ryan
Indianapolis, IN
Catherine Arndt
Indianapolis, IN
David Crossman
Indianapolis, IN
Jonathan Koop
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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