SALZINGER SHEAFF BROCK, LLC

8801 River Crossing Blvd
Suite 100
Indianapolis, Indiana 46240
Tel: 317-705-5700

About SALZINGER SHEAFF BROCK, LLC

SALZINGER SHEAFF BROCK, LLC, formally registered with the SEC as SALZINGER SHEAFF BROCK, LLC. The firm was established in 01/03/2013. They have over 2 offices throughout the country.

SALZINGER SHEAFF BROCK, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $285,452,140 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139417
SEC#	801-77401
Assets Managed by Firm	$285,452,140
No. of Clients	369
No. of Advisors	13

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	369	$285,452,140
Individuals (other than high net worth individuals)	93	$25,166,494
High net worth individuals	87	$188,380,540
Charitable organizations	8	$32,249,397
Corporations or other businesses	8	$39,655,709

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