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Building 2TRUST INVESTMENT ADVISORS

Map pinINDIANAPOLIS, IN
Phone317-253-2000
NotebookSEC #801-30680
Total AUM
$124.2M
Employees
6
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8440 WOODFIELD CROSSING BLVD.
SUITE 100
INDIANAPOLIS
IN 46240
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
317-253-2000

ReceiptFinancials

Total AUM
$124.2M
Accounts
285
Discretionary
$124.2M
Accounts
285
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$38.3M
HNW Individual Clients
29
AUM
$77.4M
Charitable Organization Clients
9
AUM
$8.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLILIN

HandshakeAffiliates

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

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