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I4 ADVISORS LLC
CRD 157911
6905 E. 96TH STREET, SUITE 100, INDIANAPOLIS, IN, 46250, United States
Phone
317-251-6770
Fax
317-251-6474
Registration
— (—)
Source
State registered
Total AUM
$10.0M
Discretionary AUM
$761K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2024-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $930K |
| Pension/profit sharing plans | 1 | $8.3M |
| Corporations/business entities | 2 | $761K |
Official SEC filing: View on IAPD