40/86 ADVISORS, INC.

535 N. College Drive
Carmel, Indiana 46032
Tel: 317-817-4086

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 $24,468,049,188 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 77 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107740
SEC#	801-17857
Assets Managed by Firm	$24,468,049,188
No. of Clients	15
No. of Advisors	77

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$24,468,049,188
Corporations or other businesses	4	$173,929,331

Inquire with 40/86 ADVISORS, INC.

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OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159
VALEO FINANCIAL ADVISORS, LLC 10 W. Carmel Dr Ste 400 Carmel, IN, 46032-3357	$7,103,709,028	15757	161

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