120 Linden Oaks
Suite 201
Rochester, New York 14625
Tel: 585-248-9888
INDIANO CAPITAL MANAGEMENT, formally registered with the SEC as INDIANO CAPITAL MANAGEMENT. The firm was established in 06/14/2006. They have over 1 offices throughout the country.
INDIANO CAPITAL MANAGEMENT is a Rochester, New York based Financial Planning firm with nearly $285,637,646 assets under management, offering retirement planning & investment advisory services to 117 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 122620 |
SEC# | 801-64160 |
Assets Managed by Firm | $285,637,646 |
No. of Clients | 117 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 117 | $285,637,646 |
Individuals (other than high net worth individuals) | 54 | $7,167,561 |
High net worth individuals | 11 | $235,079,859 |
Corporations or other businesses | 1 | $72,167 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,491,898,634,658 | 32 | 2 | |
$2,011,986,210,191 | 52157 | 3116 | |
$1,577,579,815,722 | 171341 | 1351 | |
$1,185,061,196,999 | 2233188 | 28000 | |
$1,163,046,943,604 | 2220 | 6491 |
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