Worley Financial Group, Inc. (Indianapolis)

Name: Worley Financial Group, Inc.
Address: 3500 Depauw Blvd, Indianapolis, IN, 46268
Telephone: 317-872-5090

Worley Financial Group, Inc. is an adviser based in Indianapolis. It manages $9.26 million of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser since 2003.

Worley Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Worley Financial Group: assets under management

The assets under management (AUM) of Worley Financial Group, Inc. is $9.26 million. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Worley Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Worley Financial Group, Inc.

Grace Marie Worley has been acting as President since 1 Jul 2000. Bonnie Jane Struck joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Grace Marie Worley	President	1 Jul 2000	75% - 100%	1349687
Bonnie Jane Struck	Chief compliance officer	1 Jul 2004	Other	4296412

Based in Indianapolis

The principal office where Worley Financial Group, Inc. performs its advisory services is located at 3500 Depauw Blvd, Indianapolis, IN 46268, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-872-5090 or by fax 317-872-5095. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at worleyfinancialgroup.com.