Goelzer Investment Management

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

111 Monument Cir Ste 500, Indianapolis, ...

Phone Number

(317) 264-2600

Revenue

$7.9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
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ZI Rank
2
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2

About Goelzer Investment Management

Goelzer Investment Management is an investment advisory firm that offers high-quality investment advisory services tailored for institutional clients and high net worth individuals and families. The firm provides comprehensive wealth management, institutional advisory, and customized solutions aimed at assisting clients in achieving their financial aspirations. Their specialized services also include wealth planning for professional athletes and ultra-high net worth families. Since 1969, Goelzer has leveraged proprietary investment strategies and financial planning to guide clients on their investment journeys.Explore more
Goelzer Investment Management's Social MediaPopular SearchesGoelzer Investment ManagementGoelzer Investment Management IncGoelzerGOELZER & CO. IncGoelzer Group LLCSIC Code 62,628NAICS Code 52,523Show more

Goelzer Investment Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Goelzer Investment Manage...

$7.9M
11-50
Private
-
1969
$22.2M
11-50
Private
$23M
1997
EB
Ethan BatesChief Financial Officer
$7.1M
11-50
Private
-
2001
Sandra Kridel, Chief Administrative Officer at Angeles Investment Advisors
Sandra KridelChief Administrative Officer
$5.4M
11-50
Private
<$5M
2001
GL
Greg LaiChief Information Officer, Co & Portfolio Manager, Lead
<$5M
11-50
Private
-
1986
KC
Kathleen CraneChief Financial Officer
<$5M
11-50
Private
-
1999
<$5M
11-50
Private
-
1898
RS
Robin SherwoodPrincipal, President and Chief Compliance Officer
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Goelzer Investment Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Goelzer Investment Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Goelzer Investment Management.

Goelzer Investment Management Tech Stack

A closer look at the technologies used by Goelzer Investment Management

Most Recent Scoops

Facilities Relocation / Expansion
Goelzer Investment Management is planning to move offices in January 2025. The move will impact approximately 26 employees at the existing office located at 111 Monument Cir, Suite # 500, Indianapolis, IN.
Facilities Relocation/Expansion
Open Position
Executive Move
Board of Directors
Open Position
Executive Move
Executive Moves
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Goelzer Investment Management News & Media

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Frequently Asked Questions Regarding Goelzer Investment Management

What is Goelzer Investment Management's official website?
Goelzer Investment Management's official website is www.goelzerinc.com
What is Goelzer Investment Management's Revenue?
Goelzer Investment Management's revenue is $7.9 Million
What is Goelzer Investment Management's SIC code?
Goelzer Investment Management's SIC: 62,628
What is Goelzer Investment Management's NAICS code?
Goelzer Investment Management's NAICS: 52,523
How many employees does Goelzer Investment Management have?
Goelzer Investment Management has 11-50 employees
What industry does Goelzer Investment Management belong to?
Goelzer Investment Management is in the industry of: Finance, Securities Trading
What is Goelzer Investment Management competition?
Goelzer Investment Management top competitors include: Karpus Investment Management, Angeles Investment Advisors, Valuengine, Swan Global Investments
What technology does Goelzer Investment Management use?
Some of the popular technologies that Goelzer Investment Management uses are: WordPress.org, PHP, Cloudflare CDN, Salesforce Pardot
How do I contact Goelzer Investment Management?
Goelzer Investment Management contact info: Phone number: (317) 264-2600 Website: www.goelzerinc.com
What does Goelzer Investment Management do?

Goelzer Investment Management is an investment advisory firm that offers high-quality investment advisory services tailored for institutional clients and high net worth individuals and families. The firm provides comprehensive wealth management, institutional advisory, and customized solutions aimed at assisting clients in achieving their financial... aspirations. Their specialized services also include wealth planning for professional athletes and ultra-high net worth families. Since 1969, Goelzer has leveraged proprietary investment strategies and financial planning to guide clients on their investment journeys.Read More

What are Goelzer Investment Management social media links?
Goelzer Investment Management Linkedin page Goelzer Investment Management Facebook page
Is Goelzer Investment Management a public company?
Goelzer Investment Management is private company therefore does not currently have an official ticker symbol
See more information about Goelzer Investment Management

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