|
⚲
|
| Financial Consultants & Advisory Corporation
✚
| |
|---|---|
| CRD # | 113390 |
| SEC # | 801-119736 |
| CIK # | |
| AUM | $319.2 MM (2024-03-28) |
| Employees | 15 (93% Investors, 100% Brokers) |
| Phone | 317-844-7416 |
| Address | 250 E 96th Street Indianapolis, IN 46240 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 451 | 79.7 |
| (b) Individuals (high net worth individuals) | 222 | 177.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 59.1 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 954 | 319.2 |
| By Discretionary | ||
| Discretionary | 935 | 267.9 |
| Non-Discretionary | 19 | 51.3 |
| Total | 954 | 319.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.2 | |
| Total | 954 | 319.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Planned Asset Management LLC
✚
|
CA | 0.3 |
|
IMZ Advisory Inc
✚
|
FL | 0.3 |
|
Optivest Inc
✚
|
CA | 0.3 |
|
Haven Private LLC
✚
|
FL | 0.3 |
|
Altus Wealth Management LLC
✚
|
KY | 0.3 |
|
Excel Financial LLC
✚
|
MN | 0.3 |
|
Bellevue Asset Management LLC
✚
|
WA | 0.3 |
|
Longview Financial Advisors LLC
✚
|
CA | 0.3 |
|
Bishop & Company Investment Management LLC
✚
|
PA | 0.3 |
|
Coordinated Financial Services Inc
✚
|
CO | 0.3 |