Overview
Assets Under Management: $285 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Frequently Asked Questions
SALZINGER SHEAFF BROCK, 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 #139417), SALZINGER SHEAFF BROCK, LLC is subject to fiduciary duty under federal law.
SALZINGER SHEAFF BROCK, LLC is headquartered in INDIANAPOLIS, IN.
SALZINGER SHEAFF BROCK, LLC serves 87 high-net-worth clients according to their SEC filing dated October 31, 2024. View client details ↓
According to their SEC Form ADV, SALZINGER SHEAFF BROCK, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SALZINGER SHEAFF BROCK, LLC manages $285 million in client assets according to their SEC filing dated October 31, 2024.
According to their SEC Form ADV, SALZINGER SHEAFF BROCK, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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