40/86 ADVISORS, INC.

11299 Illinois Street
Suite 200
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 $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 Status	Approved
Firm CRD#	107740
SEC#	801-17857
Assets Managed by Firm	$26,678,534,447
No. of Clients	15
No. of Advisors	78

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 Clients	AUM
Firm Total	15	$26,678,534,447
Corporations or other businesses	4	$256,031,952

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