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DEERFIELD
DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964 · SEC 801-25156
310 E. 96TH STREET, SUITE 375, INDIANAPOLIS, IN, 46240, United States
Phone
317-469-2455
Fax
317-469-2460
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.18B
Discretionary AUM
$974.7M
Team
14 total employees; 6 advisory reps; 19 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $117.4M |
| High net worth individuals | 163 | $1.02B |
| Pension/profit sharing plans | 8 | $10.8M |
| Charitable organizations | 6 | $25.9M |
| Corporations/business entities | 7 | $4.9M |
States served
CA, IL, IN, MA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD