Overview
Assets Under Management: $319 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 246
Average Client Assets: $880,179
Frequently Asked Questions
FINANCIAL CONSULTANTS & ADVISORY CORPORATION 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 #113390), FINANCIAL CONSULTANTS & ADVISORY CORPORATION is subject to fiduciary duty under federal law.
FINANCIAL CONSULTANTS & ADVISORY CORPORATION is headquartered in INDIANAPOLIS, IN.
FINANCIAL CONSULTANTS & ADVISORY CORPORATION serves 246 high-net-worth clients according to their SEC filing dated October 28, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL CONSULTANTS & ADVISORY CORPORATION offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FINANCIAL CONSULTANTS & ADVISORY CORPORATION manages $319 million in client assets according to their SEC filing dated October 28, 2024.
According to their SEC Form ADV, FINANCIAL CONSULTANTS & ADVISORY CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.11
Average High-Net-Worth Client Assets: $880,179
Total Client Accounts: 954
Discretionary Accounts: 935
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 113390
Last Filing Date: 2024-10-28 00:00:00
Website: https://charteradvisory.com