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Building 2FIRSTTRUST

Map pinINDIANAPOLIS, IN
Phone317-472-3600
NotebookSEC #801-57612
Total AUM
$593.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3925 RIVER CROSSING PARKWAY
SUITE 200
INDIANAPOLIS
IN 46240
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
317-472-3600

ReceiptFinancials

Total AUM
$593.4M
Accounts
300
Discretionary
$526.7M
Accounts
265
Non-Discretionary
$66.7M
Accounts
35

ContactClients

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Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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