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Building 2CAPITAL CITIES INVESTMENTS

Map pinINDIANAPOLIS, IN
Phone317-475-4500
NotebookSEC #801-69504
Total AUM
$287.9M
Employees
16
Clients
476

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
426 EAST NEW YORK STREET
INDIANAPOLIS
IN 46202
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
317-475-4500
Other Offices
4

ReceiptFinancials

Total AUM
$287.9M
Accounts
1,252
Discretionary
$287.9M
Accounts
1,252
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
412
AUM
$142.3M
HNW Individual Clients
64
AUM
$145.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINLAMINCNHNYTXVAVT

HandshakeAffiliates

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

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