Overview
Assets Under Management: $201 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
AN EXCEPTIONAL LIFE FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288742), AN EXCEPTIONAL LIFE FINANCIAL, LLC is subject to fiduciary duty under federal law.
AN EXCEPTIONAL LIFE FINANCIAL, LLC is headquartered in INDIANAPOLIS, IN.
AN EXCEPTIONAL LIFE FINANCIAL, LLC serves 50 high-net-worth clients according to their SEC filing dated April 29, 2024. View client details ↓
According to their SEC Form ADV, AN EXCEPTIONAL LIFE FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
AN EXCEPTIONAL LIFE FINANCIAL, LLC manages $201 million in client assets according to their SEC filing dated April 29, 2024.
According to their SEC Form ADV, AN EXCEPTIONAL LIFE FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 918
Discretionary Accounts: 910
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 288742
Last Filing Date: 2024-04-29 00:00:00
Website: https://aelwm.com