Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > indiana > indianapolis > TRUST INVESTMENT ADVISORS
TRUST INVESTMENT ADVISORS
8440 Woodfield Crossing Blvd
Suite 100
Indianapolis, Indiana 46240
Tel: 317-253-2000
About TRUST INVESTMENT ADVISORS
TRUST INVESTMENT ADVISORS, formally registered with the SEC as TRUST INVESTMENT ADVISORS. The firm was established in 05/06/2020. They have over 1 offices throughout the country.
TRUST INVESTMENT ADVISORS is a Indianapolis, Indiana based Financial Planning firm with nearly $181,949,870 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309233 |
| SEC# | 801-118875 |
| Assets Managed by Firm | $181,949,870 |
| No. of Clients | 404 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Other (SPECIAL PROJECT FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (SPECIAL PROJECTS SUCH AS TRAINING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 404 | $181,949,870 |
| Individuals (other than high net worth individuals) | 136 | $38,798,005 |
| High net worth individuals | 40 | $132,148,846 |
| Charitable organizations | 11 | $11,003,019 |
More Retirement Planning firms in Indianapolis, Indiana:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Indianapolis, Indiana