SHEAFF BROCK INVESTMENT ADVISORS, LLC

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

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 $1,350,940,663 assets under management, offering retirement planning & investment advisory services to 1998 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118739
SEC#	801-60978
Assets Managed by Firm	$1,350,940,663
No. of Clients	1998
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1998	$1,350,940,663
Individuals (other than high net worth individuals)	476	$154,729,964
High net worth individuals	378	$1,066,342,303
Charitable organizations	11	$35,387,962
Corporations or other businesses	22	$94,480,434

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