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Building 2SHEAFF BROCK INVESTMENT ADVISORS, LLC

Map pinINDIANAPOLIS, IN
Phone317-705-5700
NotebookSEC #801-60978
Total AUM
$1.4B
Employees
26
Clients
769

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8801 RIVER CROSSING BLVD
SUITE 100
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
317-705-5700

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,778
Discretionary
$1.4B
Accounts
1,778
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
396
AUM
$132.4M
HNW Individual Clients
348
AUM
$1.1B
Charitable Organization Clients
7
AUM
$48.4M
Corporation or Business Clients
18
AUM
$85.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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