8801 River Crossing Blvd
Suite 100
Indianapolis, Indiana 46240
Tel: 317-705-5700
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.
SEC Current Status | Approved |
Firm CRD# | 118739 |
SEC# | 801-60978 |
Assets Managed by Firm | $1,049,676,930 |
No. of Clients | 2021 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2021 | $1,049,676,930 |
Individuals (other than high net worth individuals) | 550 | $177,686,789 |
High net worth individuals | 326 | $782,888,157 |
Charitable organizations | 9 | $24,879,831 |
Other investment advisers | Fewer than 5 clients | $536,459 |
Corporations or other businesses | 22 | $63,685,694 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$32,602,597,413 | 98199 | 1690 | |
$24,468,049,188 | 15 | 77 | |
$23,853,429,616 | 10 | 37 | |
$16,220,200,000 | 38933 | 560 | |
$15,587,908,593 | 5947 | 159 |
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