1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FI3 FINANCIAL ADVISORS, LLC

Map pinINDIANAPOLIS, IN
Phone317-426-8800
NotebookSEC #801-113218
Total AUM
$1.1B
Employees
21
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8900 KEYSTONE CROSSING
SUITE 225
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
317-426-8800

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,643
Discretionary
$975.3M
Accounts
1,419
Non-Discretionary
$163.6M
Accounts
224

ContactClients

View more in analytics →

Individual Clients
63
AUM
$30.2M
HNW Individual Clients
183
AUM
$1.1B
Pension/Profit Sharing Plan Clients
2
AUM
$8.2M
Charitable Organization Clients
7
AUM
$26.6M
Corporation or Business Clients
3
AUM
$3.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF CLIENT NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILINNVOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account