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Building 2TRUST INVESTMENT ADVISORS

Map pinINDIANAPOLIS, IN
Phone317-253-2000
NotebookSEC #801-118875
Total AUM
$238.9M
Employees
4
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 PENNSYLVANIA PARKWAY
SUITE 301
INDIANAPOLIS
IN 46280
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
317-253-2000

ReceiptFinancials

Total AUM
$238.9M
Accounts
379
Discretionary
$238.9M
Accounts
379
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$49.2M
HNW Individual Clients
44
AUM
$175.4M
Charitable Organization Clients
11
AUM
$14.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SPECIAL PROJECTS SUCH AS TRAINING
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SPECIAL PROJECT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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