Overview
Assets Under Management: $515 million
Headquarters: BLOOMINGTON, IN
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,612
Discretionary Accounts: 2,612
Regulatory Filings
CRD Number: 128257
Filing ID: 2010455
Last Filing Date: 2025-08-19 16:54:00
Website: https://cfci.us