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Building 2ELEVATED FINANCIAL GROUP

Map pinINDIANAPOLIS, IN
Phone317-533-7721
NotebookSEC #801-131787
Total AUM
$532M
Employees
13
Clients
716

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 E. 96TH STREET
SUITE 125
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
317-533-7721

ReceiptFinancials

Total AUM
$532M
Accounts
1,866
Discretionary
$532M
Accounts
1,866
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
557
AUM
$131M
HNW Individual Clients
133
AUM
$218.3M
Pension/Profit Sharing Plan Clients
24
AUM
$182.1M
Corporation or Business Clients
2
AUM
$528.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLGAIAILINKYLAMAMIMNMONCNENHNJNYOHORPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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