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| Happy Holidays!! thanks for using AUM13F!! |
| Salzinger Sheaff Brock LLC
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|---|---|
| CRD # | 139417 |
| SEC # | 801-77401 |
| CIK # | |
| AUM | $317.1 M (2025-03-27) |
| Employees | 14 (29% Investors, 0% Brokers) |
| Phone | 317-705-5700 |
| Address | 8801 River Crossing Blvd Indianapolis, IN 46240 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 23.0 |
| (b) Individuals (high net worth individuals) | 87 | 205.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 42.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 46.0 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 317.1 |
| By Discretionary | ||
| Discretionary | 329 | 317.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 329 | 317.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.1 | |
| Total | 329 | 317.1 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Sheaff Brock Investment Advisors LLC
✚
|
IN | 1.4 |
|
Salzinger Sheaff Brock LLC
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|
IN | 0.3 |
|
Trust Advisors LLC
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|
IN | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Florida Financial Advisors LLC
✚
|
FL | 0.3 |
|
Motive Wealth Advisors LLC
✚
|
MI | 0.3 |
|
Cordis Financial LLC
✚
|
MN | 0.3 |
|
Pacific Wealth Management LLC
✚
|
CA | 0.3 |
|
Guilbault Capital LLC
✚
|
LA | 0.3 |
|
Legacy Investment Partners LLC
✚
|
KS | 0.3 |
|
Argyle Capital Management LLC
✚
|
PA | 0.3 |
|
Panoramic Capital Partners LLC
✚
|
OR | 0.3 |
|
Ergawealth Advisors Inc
✚
|
0.3 | |
|
Crown Wealth Group LLC
✚
|
NC | 0.3 |