|
⚲
|
| Procourse Fiduciary Advisors LLC
✚
|
|
|---|---|
| CRD # | 164328 |
| SEC # | 801-76741 |
| CIK # | |
| AUM | $3.9 BB (2023-03-14) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 317-805-7500 |
| Address | 571 Monon Blvd Carmel, IN 46032 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 138 | 5.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 296 | 5.3 |
| By Discretionary | ||
| Discretionary | 160 | 1.4 |
| Non-Discretionary | 136 | 3.9 |
| Total | 296 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 296 | 5.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Geneos Wealth Management Inc
✚
|
CO | 4.1 |
|
Crestwood Advisors Group LLC
✚
|
MA | 4.1 |
|
Concourse Financial Group Securities Inc
✚
|
AL | 4.0 |
|
Signature Investment Advisors LLC
✚
|
CA | 4.0 |
|
Todd Asset Management LLC
✚
|
KY | 4.0 |
|
M Holdings Securities Inc
✚
|
OR | 3.9 |
|
Sendero Wealth Management LLC
✚
|
TX | 3.9 |
|
Baker Tilly Wealth Management LLC
✚
|
WI | 3.9 |
|
Capital Directions LLC
✚
|
GA | 3.9 |
|
Wedbush Securities Inc
✚
|
CA | 3.9 |