Procourse Fiduciary Advisors LLC

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Procourse Fiduciary Advisors LLC
CRD #164328
SEC #801-76741
CIK #
AUM $4.4 BB (2024-03-28)
Employees 12 (58% Investors, 0% Brokers)
Phone317-805-7500
Address571 Monon Blvd
Carmel, IN 46032
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
6.04.83.62.41.20.02009201420192025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 19 0.0
(b) Individuals (high net worth individuals) 19 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 151 4.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 314 4.4
By Discretionary
Discretionary 185 1.3
Non-Discretionary 129 3.1
Total 314 4.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.4
Total 314 4.4
Comparable Firms State AUM ($BB)
Wedbush Securities Inc
CA 4.5
Osaic FS Inc
IN 4.5
Todd Asset Management LLC
KY 4.5
Pension Consultants Inc
MO 4.4
Alesco Advisors LLC
NY 4.4
Veratis Advisors Inc
NC 4.4
Baker Tilly Wealth Management LLC
WI 4.4
Concourse Financial Group Securities Inc
AL 4.4
Level Four Advisory Services LLC
TX 4.3
Beacon Capital Management Inc
OH 4.3
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