Overview
Assets Under Management: $251 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,319
Discretionary Accounts: 1,319
Regulatory Filings
CRD Number: 116185
Filing ID: 1953489
Last Filing Date: 2025-03-20 18:51:00
Website: https://capcities.net