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ABOVE & BEYOND INVESTMENTS, LLC
CRD 227786
5015 W STATE ROAD 46, SUITE J, BLOOMINGTON, IN, 47404, United States
Phone
812-334-4000
Fax
812-333-0805
Registration
— (—)
Source
State registered
Total AUM
$13.2M
Discretionary AUM
$13.2M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $9.2M |
| High net worth individuals | 12 | $4.1M |
Official SEC filing: View on IAPD