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40/86 ADVISORS, INC.

11299 Illinois Street
Suite 200
Carmel, Indiana 46032
Tel: 317-817-4086

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About 40/86 ADVISORS, INC.

40/86 ADVISORS, INC, formally registered with the SEC as 40/86 ADVISORS, INC. The firm was established in 10/20/1982. They have over 1 offices throughout the country.

40/86 ADVISORS, INC. is a Carmel, Indiana based Financial Planning firm with nearly $26,678,534,447 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107740
SEC#801-17857
Assets Managed by Firm$26,678,534,447
No. of Clients15
No. of Advisors78

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total15$26,678,534,447
Corporations or other businesses4$256,031,952

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