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Building 2TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

Map pinINDIANAPOLIS, IN
Phone317-253-2000
NotebookSEC #801-129716
Total AUM
$34.4M
Employees
3
Clients
38

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
$34.4M
Accounts
83
Discretionary
$0
Accounts
0
Non-Discretionary
$34.4M
Accounts
83

ContactClients

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Individual Clients
27
AUM
$10.8M
HNW Individual Clients
11
AUM
$23.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSURANCE

Shield checkCompliance

Disclosures

None reported

State Registrations
ILIN

HandshakeAffiliates

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

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