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AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742 · SEC 801-123528
5455 W 86TH ST, SUITE 205, INDIANAPOLIS, IN, 46268, United States
Phone
317-941-6492
Fax
317-941-6492
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.9M
Discretionary AUM
$255.7M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 317 | $51.0M |
| High net worth individuals | 53 | $204.7M |
| Pension/profit sharing plans | 8 | $3.3M |
States served
CA, IL, IN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD