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

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