Overview
Assets Under Management: $285 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 369
Discretionary Accounts: 369
Regulatory Filings
CRD Number: 139417
Last Filing Date: 2024-10-31 00:00:00
Website: https://sheaffbrock.com