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SHEAFF BROCK INVESTMENT ADVISORS, LLC

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

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About SHEAFF BROCK INVESTMENT ADVISORS, LLC

SHEAFF BROCK INVESTMENT ADVISORS, LLC, formally registered with the SEC as SHEAFF BROCK INVESTMENT ADVISORS, LLC. The firm was established in 03/19/2002. They have over 1 offices throughout the country.

SHEAFF BROCK INVESTMENT ADVISORS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $1,049,676,930 assets under management, offering retirement planning & investment advisory services to 2021 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#118739
SEC# 801-60978
Assets Managed by Firm $1,049,676,930
No. of Clients 2021
No. of Advisors 25

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total2021$1,049,676,930
Individuals (other than high net worth individuals)550$177,686,789
High net worth individuals326$782,888,157
Charitable organizations9$24,879,831
Other investment advisersFewer than 5 clients$536,459
Corporations or other businesses22$63,685,694
Inquire with SHEAFF BROCK INVESTMENT ADVISORS, LLC

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