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CIVITAS FINANCIAL LLC

CRD 338379

7820 INNOVATION BLVD, STE 225, INDIANAPOLIS, IN, 46278, United States

Phone

317-956-2027

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

4 total employees; 4 advisory reps

Clients

Fees

Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

No

Services

Pension consultingSelection of other advisers

Official SEC filing: View on IAPD