PROCOURSE FIDUCIARY ADVISORS, LLC

571 Monon Blvd
Suite 400
Carmel, Indiana 46032
Tel: 317-805-7500

About PROCOURSE FIDUCIARY ADVISORS, LLC

PROCOURSE FIDUCIARY ADVISORS, LLC, formally registered with the SEC as PROCOURSE FIDUCIARY ADVISORS, LLC. The firm was established in 06/07/2012. They have over 1 offices throughout the country.

PROCOURSE FIDUCIARY ADVISORS, LLC is a Carmel, Indiana based Financial Planning firm with nearly $3,930,426,041 assets under management, offering retirement planning & investment advisory services to 308 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164328
SEC#	801-76741
Assets Managed by Firm	$3,930,426,041
No. of Clients	308
No. of Advisors	14

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	308	$3,930,426,041
Individuals (other than high net worth individuals)	21	$6,348,066
High net worth individuals	18	$54,201,354
Pension and profit sharing plans	173	$3,851,644,210

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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