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| Keyboard |
| Deerfield Financial Advisors Inc
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|---|---|
| CRD # | 104964 |
| SEC # | 801-25156 |
| CIK # | |
| AUM | 1,176.2 M (2026-03-03) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 317-469-2455 |
| Address | 310 E 96th Street Indianapolis, IN 46240 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 117.4 |
| (b) Individuals (high net worth individuals) | 163 | 1,017.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 10.8 |
| (h) Charitable organizations | 6 | 25.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,073 | 1,176.2 |
| By Discretionary | ||
| Discretionary | 1,031 | 974.7 |
| Non-Discretionary | 42 | 201.6 |
| Total | 1,073 | 1,176.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,176.2 | |
| Total | 1,073 | 1,176.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 19 |
| Serves | Institutional, Retail |
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|---|---|---|
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1,175.7 M | |
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|
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