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 $1,002,465,901 assets under management, offering retirement planning & investment advisory services to 2120 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	$1,002,465,901
No. of Clients	2120
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2120	$1,002,465,901
Individuals (other than high net worth individuals)	359	$137,695,499
High net worth individuals	244	$702,916,464
Pension and profit sharing plans	13	$79,068,288
Charitable organizations	12	$18,228,318
Corporations or other businesses	21	$64,557,332

More Retirement Planning firms in Evansville, Indiana:

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40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

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