SEC CRD #801-117718
US 31 S, Indianapolis, IN 46227 bookends@bookendsfp.com. Contact us Phone: 317-859-2502 Fax: 317-859-2503 Toll-Free: 866-859-2502 M-F: 9am to 5pm Saturday: ... BOOKENDS FINANCIAL PLANNING is a INDIANAPOLIS, IN-based registered investment adviser managing $338M in assets with 10 employees (CRD #305301). Areas of expertise: financial planning, investment management, legacy/estate planning, wealth preservation, asset allocation, IRAs, employer & 529 plans.
HEIDI W HARGIS
CHIEF COMPLIANCE OFFICER
📞 (317) 859-2502
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AUM
$338M
Location
INDIANAPOLIS, IN
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