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Building 2CANA FINANCIAL ADVISORS

Map pinINDIANAPOLIS, IN
Phone317-578-0041
NotebookSEC #801-71882
Total AUM
$42.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7914 NORTH SHADELAND AVENUE
SUITE 250
INDIANAPOLIS
IN 46250-2041
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
317-578-0041

ReceiptFinancials

Total AUM
$42.6M
Accounts
114
Discretionary
$39M
Accounts
104
Non-Discretionary
$3.7M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLILINKY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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