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

Building 2WOODLEY FARRA

Map pinINDIANAPOLIS, IN
Phone317-269-0224
NotebookSEC #801-50387
Total AUM
$2.3B
Employees
14
Clients
1,652

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8555 N. RIVER ROAD
SUITE 400
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
317-269-0224

ReceiptFinancials

Total AUM
$2.3B
Accounts
1,591
Discretionary
$2.3B
Accounts
1,588
Non-Discretionary
$46.1M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
636
AUM
$828.1M
HNW Individual Clients
955
AUM
$1.2B
Pension/Profit Sharing Plan Clients
3
AUM
$16.6M
Charitable Organization Clients
57
AUM
$169.9M
Government Entity Clients
1
AUM
$62.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account