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Financial Consultants & Advisory Corporation
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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 |