Deerfield Financial Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Deerfield Financial Advisors Inc
CRD #104964
SEC #801-25156
CIK #
AUM $697.3 MM (87% Disc, 100% US, 2020-03-13)
Employees14 (29% Investors, 0% Brokers)
Phone317-469-2455
Address8440 Woodfield Crossing
Indianapolis, IN 46240
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
70056042028014001999200620132021
Comparable Firms State AUM ($BB)
SKBA Capital Management LLC
CA 0.7
Triune Financial Partners LLC
KS 0.7
Olson Mobeck & Associates Inc
CT 0.7
Meridian Wealth Management LLC
KY 0.7
Meridian Wealth Advisors LLC
TX 0.7
International Strategy & Investment Inc
NY 0.7
Advanced Asset Management Advisors Inc
OH 0.7
Isthmus Partners LLC
WI 0.7
Quadrant Private Wealth Management LLC
PA 0.7
DDD Partners LLC
WA 0.7
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com