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Building 2DEERFIELD

Map pinINDIANAPOLIS, IN
Phone317-469-2455
NotebookSEC #801-25156
Total AUM
$1.2B
Employees
14
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 E. 96TH STREET
SUITE 375
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
317-469-2455
Other Offices
7

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,073
Discretionary
$974.7M
Accounts
1,031
Non-Discretionary
$201.6M
Accounts
42

ContactClients

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Individual Clients
147
AUM
$117.4M
HNW Individual Clients
163
AUM
$1B
Pension/Profit Sharing Plan Clients
8
AUM
$10.8M
Charitable Organization Clients
6
AUM
$25.9M
Corporation or Business Clients
7
AUM
$4.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINMATX

HandshakeAffiliates

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

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