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Building 2AN EXCEPTIONAL LIFE FINANCIAL, LLC

Map pinINDIANAPOLIS, IN
Phone317-941-6492
NotebookSEC #801-123528
Total AUM
$258.9M
Employees
4
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5455 W 86TH ST
SUITE 205
INDIANAPOLIS
IN 46268
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
317-941-6492

ReceiptFinancials

Total AUM
$258.9M
Accounts
949
Discretionary
$255.7M
Accounts
941
Non-Discretionary
$3.3M
Accounts
8

ContactClients

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Individual Clients
317
AUM
$51M
HNW Individual Clients
53
AUM
$204.7M
Pension/Profit Sharing Plan Clients
8
AUM
$3.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINMOTX

HandshakeAffiliates

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

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