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 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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