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FI3 FINANCIAL ADVISORS, LLC
8900 Keystone Crossing
Suite 225
Indianapolis, Indiana 46240
Tel: 317-426-8800
About FI3 FINANCIAL ADVISORS, LLC
FI3 FINANCIAL ADVISORS, LLC, formally registered with the SEC as FI3 FINANCIAL ADVISORS, LLC. The firm was established in 05/14/2018. They have over 1 offices throughout the country.
FI3 FINANCIAL ADVISORS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $791,674,607 assets under management, offering retirement planning & investment advisory services to 1404 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168005 |
| SEC# | 801-113218 |
| Assets Managed by Firm | $791,674,607 |
| No. of Clients | 1404 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENTAGE OF CLIENT NET WORTH)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1404 | $791,674,607 |
| Individuals (other than high net worth individuals) | 44 | $12,149,074 |
| High net worth individuals | 162 | $757,350,413 |
| Pension and profit sharing plans | 2 | $5,264,140 |
| Charitable organizations | 6 | $16,633,700 |
| Corporations or other businesses | 1 | $277,280 |
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