DEERFIELD

8440 Woodfield Crossing
Suite 360
Indianapolis, Indiana 46240
Tel: 317-469-2455

About DEERFIELD

DEERFIELD, formally registered with the SEC as DEERFIELD. The firm was established in 09/05/1985. They have over 7 offices throughout the country.

DEERFIELD is a Indianapolis, Indiana based Financial Planning firm with nearly $831,472,258 assets under management, offering retirement planning & investment advisory services to 924 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104964
SEC#	801-25156
Assets Managed by Firm	$831,472,258
No. of Clients	924
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	924	$831,472,258
Individuals (other than high net worth individuals)	125	$65,865,796
High net worth individuals	153	$729,376,921
Pension and profit sharing plans	8	$8,878,743
Charitable organizations	7	$22,477,454
Corporations or other businesses	5	$4,873,344

More Retirement Planning firms in Indianapolis, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
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
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
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

Explore More Retirement Advisors in Indianapolis, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.