PROTEUS, LLC

8900 Keystone Crossing
Suite 500
Indianapolis, Indiana 46240
Tel: 317-653-2756

About PROTEUS, LLC

PROTEUS, LLC, formally registered with the SEC as PROTEUS, LLC. The firm was established in 05/17/2021. They have over 2 offices throughout the country.

PROTEUS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $215,096,149 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164085
SEC#	801-121224
Assets Managed by Firm	$215,096,149
No. of Clients	21
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$215,096,149

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