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Building 2PROVIDER FINANCIAL, INC.

Map pinINDIANAPOLIS, IN
Phone(317)706-0890
NotebookSEC #801-113344
Total AUM
$304M
Employees
3
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3091 EAST 98TH STREET
SUITE 200
INDIANAPOLIS
IN 46280
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
(317)706-0890
Other Offices
1

ReceiptFinancials

Total AUM
$304M
Accounts
735
Discretionary
$304M
Accounts
735
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
295
AUM
$84.3M
HNW Individual Clients
210
AUM
$219.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINOHTX

HandshakeAffiliates

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

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