PETTINGA FINANCIAL ADVISORS, LLC

519 Main Street, Ste 100
Evansville, Indiana 47708
Tel: 812-436-4000

About PETTINGA FINANCIAL ADVISORS, LLC

PETTINGA FINANCIAL ADVISORS, LLC, formally registered with the SEC as PETTINGA FINANCIAL ADVISORS, LLC. The firm was established in 02/11/2011. They have over 2 offices throughout the country.

PETTINGA FINANCIAL ADVISORS, LLC is a Evansville, Indiana based Financial Planning firm with nearly $866,824,440 assets under management, offering retirement planning & investment advisory services to 2052 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156369
SEC#	801-72154
Assets Managed by Firm	$866,824,440
No. of Clients	2052
No. of Advisors	10

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2052	$866,824,440
Individuals (other than high net worth individuals)	340	$105,931,300
High net worth individuals	245	$614,559,130
Pension and profit sharing plans	13	$73,568,495
Charitable organizations	11	$8,596,662
Corporations or other businesses	19	$64,168,853

More Retirement Planning firms in Evansville, 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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