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Building 2SALZINGER SHEAFF BROCK, LLC

Map pinINDIANAPOLIS, IN
Phone317-705-5700
NotebookSEC #801-77401
Total AUM
$317.1M
Employees
14
Clients
173

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
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
317-705-5700
Other Offices
1

ReceiptFinancials

Total AUM
$317.1M
Accounts
329
Discretionary
$317.1M
Accounts
329
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$23M
HNW Individual Clients
87
AUM
$205.9M
Charitable Organization Clients
8
AUM
$42.2M
Corporation or Business Clients
7
AUM
$46M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIAINLAMANENHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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