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 $286,350,171 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 2 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122620 |
| SEC# | 801-64160 |
| Assets Managed by Firm | $286,350,171 |
| No. of Clients | 111 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 111 | $286,350,171 |
| Individuals (other than high net worth individuals) | 46 | $5,667,600 |
| High net worth individuals | 13 | $237,121,521 |
| Corporations or other businesses | 1 | $168,050 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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