GOELZER INVESTMENT MANAGEMENT, INC.
Doing business as GOELZER INVESTMENT MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$4,510,923,289
Discretionary
$4,311,882,599
Non-discretionary
$199,040,690
Firm details
- CRD number
- 44402
- SEC file number
- 801-55588
- Main office
- CARMEL, IN, United States
- Employees
- 34
- SEC status
- Approved
- Website
- https://x.com/GoelzerInc
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.