|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Deerfield Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 104964 |
| SEC # | 801-25156 |
| CIK # | |
| AUM | $958.7 M (2025-05-07) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Phone | 317-469-2455 |
| Address | 310 E 96th Street Indianapolis, IN 46240 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 60.0 |
| (b) Individuals (high net worth individuals) | 67 | 860.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 9.6 |
| (h) Charitable organizations | 6 | 23.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 958.7 |
| By Discretionary | ||
| Discretionary | 903 | 796.6 |
| Non-Discretionary | 35 | 162.1 |
| Total | 938 | 958.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 958.7 | |
| Total | 938 | 958.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rodgers Brothers Inc
✚
|
PA | 1.0 |
|
Aubrey Capital Management Limited
✚
|
1.0 | |
|
NTV Asset Management LLC
✚
|
WV | 1.0 |
|
IBEX Wealth Advisors LLC
✚
|
NJ | 1.0 |
|
Lake Street Private Wealth LLC
✚
|
IL | 1.0 |
|
Sterling Investment Advisors Ltd
✚
|
PA | 1.0 |
|
Rogers Wealth Group Inc
✚
|
TX | 1.0 |
|
Robert Harrell Incorporated
✚
|
TX | 1.0 |
|
CLG LLC
✚
|
CA | 1.0 |
|
PARR McKnight Wealth Management Group LLC
✚
|
MN | 1.0 |