Trust & Investment Advisors Inc

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Assets, Funds, Holdings

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CAFR Data
Trust & Investment Advisors Inc
CRD #105330
SEC #801-30680
CIK #1597690
AUM $131.5 MM (100% Disc, 100% US)
Employees6 (67% Investors, 0% Brokers)
Phone317-253-2000
Address8440 Woodfield Crossing Blvd
Indianapolis, IN 46240
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
190152114763802000200620132020
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.04.9
MSFT865,660.03.7
RIO93,940.02.9
LLY-0.02.3
UNH233,310.02.2
CAT76,610.02.1
TSN23,460.01.8
HD206,070.01.7
TSCO10,860.01.6
WMT286,110.01.6
View All
Holdings by Sector ($)
0.10.10.10.00.00.02012201420162019
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Greenberg Gary Louis
MN 0.1
Wealth Management LLC
WI 0.1
Sanibel Captiva Investment Advisors
IL 0.1
Trademark Capital Management Inc
FL 0.1
Tyner Capital Management Investment Counsel Inc
TN 0.1
Pillar Wealth Management LLC
CA 0.1
Erben Associates LLC
TX 0.1
Medallion Wealth Advisors LLC
CT 0.1
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