| Total AUM | $116.0M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $116.0M |
| Client Accounts | 153 |
| Avg Account Size | $758K |
| Employees | 2 |
| Peak AUM | $116.0MFeb 2026 |
Total AUM
$116M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $116M | — | — | — | |
| Non-Disc. AUM | $116M | — | |||
| Total AUM | $116.0M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 153 |
| Client Range | 1-10 |
Address
350 MASSACHUSETTS AVE
INDIANAPOLIS IN 46204
Phone
317-627-8957
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$116M
100.0% of AUM
| — |
| Total Accounts | 153 | — | — | — |
| Avg Account Size | $758,215.941 | — | — | — | — |
| Employees | 2 | — | — | — |
| AUM / Employee | $58M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $116M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 31 | — | — | — | — |
| Individuals | 32 | — | — | — | — |