Overview
Assets Under Management: $1.4 billion
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 348
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 348
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,778
Discretionary Accounts: 1,778
Regulatory Filings
CRD Number: 118739
Filing ID: 1942972
Last Filing Date: 2025-03-26 11:30:00
Website: https://sheaffbrock.com