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Kyle William Harlemert

Woodley Farra

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About Kyle William Harlemert

Kyle William Harlemert is an Investment Advisor Representative at Woodley Farra, a firm based in Indianapolis, IN. Kyle has been with the firm since September 2005. Kyle William Harlemert has been registered as an Investment Advisor Representative in Indiana since February 2006. The firm's assets under management are approximately $1.8 billion. Kyle William Harlemert is a registered Investment Advisor Representative and has worked in the industry for over 17 years. Kyle William Harlemert specializes in providing portfolio management for individuals and businesses.

Firm Information

Kyle Harlemert is currently registered with Woodley Farra. Woodley Farra is an investment advisor based in INDIANAPOLIS, IN with approximately $1.8 billion in regulatory assets under management. The firm provides portfolio management services for individuals and businesses, as well as for charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Woodley Farra also offers a wrap fee program.
Woodley Farra

8555 N. RIVER ROAD

INDIANAPOLIS, IN 46240

$1.80B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Harlemert’s Registration & Firm History

IN

02/06/2006 - Present

Woodley Farra (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 02/04/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle William Harlemert.
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