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DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS
CRD 174935
3815 RIVER CROSSING PARKWAY, SUITE 100, INDIANAPOLIS, IN, 46240, United States
Phone
765-479-2568
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.0M
Discretionary AUM
$35.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $10.0M |
| High net worth individuals | 35 | $25.0M |
All web addresses on file
Official SEC filing: View on IAPD