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

Building 2DAVIMAN FINANCIAL, LLC

Map pin
Phone317-207-0175
NotebookSEC #801-130177
Total AUM
$233.9M
Employees
6
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 - 5:00
Monday - Friday
Phone
317-207-0175
Other Offices
1

ReceiptFinancials

Total AUM
$233.9M
Accounts
579
Discretionary
$228.9M
Accounts
567
Non-Discretionary
$5M
Accounts
12

ContactClients

View more in analytics →

Individual Clients
151
AUM
$40M
HNW Individual Clients
39
AUM
$121.8M
Pension/Profit Sharing Plan Clients
66
AUM
$71.2M
Corporation or Business Clients
1
AUM
$961K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINNVPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account