Active
HALTER FERGUSON FINANCIAL INC
Investment Advice|CARMEL, IN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$487.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 487.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109563 |
| SEC Number | 801-57288 |
| Street Address | 13080 GRAND BLVD. |
| Street Address 2 | SUITE 130 |
| Location | CARMEL, IN 46032 |
| Country | United States |
| Phone | 317-875-0202 |
| Fax | 317-875-0909 |
| Total Employees | 12 |
Client Count by Type (274 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 148 |
| Individuals (other than H… | 126 |
Community Partners
TOWN OF ARCADIA
TOWN OF CICERO
TOWNSHIP OF CLAY
TOWNSHIP OF DELAWARE
TOWNSHIP OF JACKSON
TOWNSHIP OF WAYNE
TOWNSHIP OF WHITE RIVER
TOWN OF ARCADIA
TOWN OF CICERO
TOWNSHIP OF CLAY
TOWNSHIP OF DELAWARE
TOWNSHIP OF JACKSON
TOWNSHIP OF WAYNE
TOWNSHIP OF WHITE RIVER
TOWN OF ARCADIA
TOWN OF CICERO
TOWNSHIP OF CLAY
TOWNSHIP OF DELAWARE
TOWNSHIP OF JACKSON
TOWNSHIP OF WAYNE
TOWNSHIP OF WHITE RIVER
Municipal Government
7 Active
7
Organizations
CENTRAL INDIANA REGIONAL DEVELOPMENT AUTHORITY
INDIANA MUNICIPAL POWER AGENCY
NOBLESVILLE HOUSING AUTHORITY
CENTRAL INDIANA REGIONAL DEVELOPMENT AUTHORITY
INDIANA MUNICIPAL POWER AGENCY
NOBLESVILLE HOUSING AUTHORITY
CENTRAL INDIANA REGIONAL DEVELOPMENT AUTHORITY
INDIANA MUNICIPAL POWER AGENCY
NOBLESVILLE HOUSING AUTHORITY
Special District
3 Active
3
Organizations
CARMEL CLAY SCHOOLS
HAMILTON HEIGHTS SCHOOL CORPORATION
NOBLESVILLE EDUCTIONAL SERVICE CENTER
OPTIONS SCHOOLS, INC.
CARMEL CLAY SCHOOLS
HAMILTON HEIGHTS SCHOOL CORPORATION
NOBLESVILLE EDUCTIONAL SERVICE CENTER
OPTIONS SCHOOLS, INC.
CARMEL CLAY SCHOOLS
HAMILTON HEIGHTS SCHOOL CORPORATION
NOBLESVILLE EDUCTIONAL SERVICE CENTER
OPTIONS SCHOOLS, INC.
School District
4 Active
4
Organizations
103 COMPANY
12117 Fishers Sertoma Club
19TH INDIANA MEDICAL REGIMENTAL ASSOCIATION INCORPORATED
2A TASK FORCE INC
2ND CHANCE EDUCATION INC
325 AIRBORNE INFANTRY REGIMENT ASSOCIATION
3OE FOUNDATION INC
3RD PERSON INC.
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 OUR NATIONS EDUCATION - ONE
5010 Boosters Inc
60-PLUS CLUB
616 EPSILON ALPHA CHAPTER
714 JOY INC
AADOM INDY METRO NORTH
AAF INDIANAPOLIS INC
103 COMPANY
12117 Fishers Sertoma Club
19TH INDIANA MEDICAL REGIMENTAL ASSOCIATION INCORPORATED
2A TASK FORCE INC
2ND CHANCE EDUCATION INC
325 AIRBORNE INFANTRY REGIMENT ASSOCIATION
3OE FOUNDATION INC
3RD PERSON INC.
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 OUR NATIONS EDUCATION - ONE
5010 Boosters Inc
60-PLUS CLUB
616 EPSILON ALPHA CHAPTER
714 JOY INC
AADOM INDY METRO NORTH
AAF INDIANAPOLIS INC
103 COMPANY
12117 Fishers Sertoma Club
19TH INDIANA MEDICAL REGIMENTAL ASSOCIATION INCORPORATED
2A TASK FORCE INC
2ND CHANCE EDUCATION INC
325 AIRBORNE INFANTRY REGIMENT ASSOCIATION
3OE FOUNDATION INC
3RD PERSON INC.
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 OUR NATIONS EDUCATION - ONE
5010 Boosters Inc
60-PLUS CLUB
616 EPSILON ALPHA CHAPTER
714 JOY INC
AADOM INDY METRO NORTH
AAF INDIANAPOLIS INC
Nonprofit Organization
2534 Active
2534
Organizations
Community Partners64 organizations
TOWN OF ARCADIA
Municipal Government·ARCADIA
TOWNSHIP OF WAYNE
Municipal Government·NOBLESVILLE
TOWNSHIP OF WHITE RIVER
Municipal Government·CICERO
CENTRAL INDIANA REGIONAL DEVELOPMENT AUTHORITY
Special District·FISHERS
INDIANA MUNICIPAL POWER AGENCY
Special District·CARMEL
NOBLESVILLE HOUSING AUTHORITY
Special District·NOBLESVILLE
OPTIONS SCHOOLS, INC.
School District·NOBLESVILLE
103 COMPANY
Nonprofit Organization·Noblesville
12117 Fishers Sertoma Club
Nonprofit Organization·Fishers
19TH INDIANA MEDICAL REGIMENTAL ASSOCIATION INCORPORATED
Nonprofit Organization·CARMEL
2A TASK FORCE INC
Nonprofit Organization·Carmel
2ND CHANCE EDUCATION INC
Nonprofit Organization·CARMEL
325 AIRBORNE INFANTRY REGIMENT ASSOCIATION
Nonprofit Organization·Fishers
3OE FOUNDATION INC
Nonprofit Organization·Carmel
3RD PERSON INC.
Nonprofit Organization·NOBLESVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Noblesville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Noblesville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Noblesville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Noblesville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Noblesville
4 OUR NATIONS EDUCATION - ONE
Nonprofit Organization·Carmel
5010 Boosters Inc
Nonprofit Organization·Fishers
60-PLUS CLUB
Nonprofit Organization·Noblesville
616 EPSILON ALPHA CHAPTER
Nonprofit Organization·Carmel
714 JOY INC
Nonprofit Organization·CARMEL
AADOM INDY METRO NORTH
Nonprofit Organization·FISHERS
AAF INDIANAPOLIS INC
Nonprofit Organization·CARMEL
ABBA'S EMBRACE INC
Nonprofit Organization·Carmel
Acacia Fraternity Foundation Inc
Nonprofit Organization·Carmel
Acacia Fraternity Inc
Nonprofit Organization·Carmel
ACACIA FRATERNITY NATIONAL HOUSING CORPORATION
Nonprofit Organization·Carmel
ACADEMIC EXCELLENCE IN TRAVEL AET INC
Nonprofit Organization·Fishers
ACBSP Great Lakes Region
Nonprofit Organization·Noblesville
ACHIEVE INTERNATIONAL INC
Nonprofit Organization·Fishers
Acton Academy Northwest Indianapolis Inc
Nonprofit Organization·Carmel
ADA BOOSTER CLUB INCORPORATED
Nonprofit Organization·FISHERS
ADELE P GLENN IRREVOCABLE SCHOOL TRUST
Nonprofit Organization·NOBLESVILLE
AD-IN INC
Nonprofit Organization·CARMEL
Adoption Support Center of Indianapolis Inc
Nonprofit Organization·Carmel
ADVANCING NOBLESVILLE CHAMBER
Nonprofit Organization·NOBLESVILLE
ADVOCATES IN ACTION
Nonprofit Organization·FISHERS
AES Restaurant Foundation Inc
Nonprofit Organization·Carmel
AFFORDABLE HOUSING PARTNERS, INC.
Nonprofit Organization·CARMEL
AFRICA OUTREACH USA INC
Nonprofit Organization·Carmel
AFTER GOD HEART
Nonprofit Organization·Carmel
AGAPE THERAPEUTIC RIDING RESOURCES, INC.
Nonprofit Organization·CICERO
AG DAY INDIANA INC
Nonprofit Organization·CARMEL
AGLOW INTERNATIONAL
Nonprofit Organization·Noblesville
AHEPA 133 PENELOPE 55 INC
Nonprofit Organization·Fishers
AHEPA 192-IV INC
Nonprofit Organization·FISHERS
AHEPA NATIONAL HOUSING
Nonprofit Organization·FISHERS
AHEPA WEST PALM BEACH INC
Nonprofit Organization·FISHERS
AIDAN BROWN FOUNDATION INCORPORATED
Nonprofit Organization·Carmel
AIR FORCE ASSOCIATION
Nonprofit Organization·Carmel
ALETTO FAMILY FOUNDATION
Nonprofit Organization·CARMEL
ALFATA FOUNDATION INC
Nonprofit Organization·Fishers
A-LIST DANCE COMPANY
Nonprofit Organization·Carmel