Financial Consultants & Advisory Corporation

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Assets, Funds, Holdings

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Financial Consultants & Advisory Corporation
CRD #113390
SEC #801-119736
CIK #
AUM $319.2 MM (2024-03-28)
Employees 15 (93% Investors, 100% Brokers)
Phone317-844-7416
Address250 E 96th Street
Indianapolis, IN 46240
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002009201420192025
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
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