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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Consultants & Advisory Corporation
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|---|---|
| CRD # | 113390 |
| SEC # | 801-119736 |
| CIK # | |
| AUM | $366.3 M (2025-03-20) |
| Employees | 14 (100% Investors, 100% Brokers) |
| Phone | 317-844-7416 |
| Address | 250 E 96th Street Indianapolis, IN 46240 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 460 | 84.7 |
| (b) Individuals (high net worth individuals) | 246 | 216.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 61.9 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,002 | 366.3 |
| By Discretionary | ||
| Discretionary | 983 | 309.6 |
| Non-Discretionary | 19 | 56.7 |
| Total | 1,002 | 366.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.3 | |
| Total | 1,002 | 366.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Navigation LLC
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|
UT | 0.4 |
|
55 North Private Wealth LLC
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|
FL | 0.4 |
|
DEW Point Capital Inc
✚
|
CA | 0.4 |
|
Robinswood Financial LLC
✚
|
WA | 0.4 |
|
Congress Park Capital LLC
✚
|
NY | 0.4 |
|
Exeter Financial LLC
✚
|
AZ | 0.4 |
|
KKM Financial LLC
✚
|
IL | 0.4 |
|
Mascagni Wealth Management Inc
✚
|
MS | 0.4 |
|
LCM Capital Management Inc
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|
IL | 0.4 |
|
Quaker Wealth Management LLC
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|
NJ | 0.4 |