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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