Investment Advisors Of Indianapolis Inc
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 109220
- Website
- invadv.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investment Advisors Of Indianapolis Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm focuses on portfolio management for individual and family clients and small businesses, operating under a fee arrangement that includes a percentage of assets under management and other fee components. It does not function as a capital allocator or pension consultant, and it does not report active ESG investing or multi-state adviser status. Advisory activity centers on direct portfolio management rather than operating pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents8%
- US Government Bonds3%
Contacts
3 of 4James Nolan
ShareholderCRD 4437149

William Purcell
Investment BankingCRD 4437155

Mark Durham
Portfolio ManagerCRD 1103979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 9302 N Meridian St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CFG Wealth Management Services Inc
RIAIndianapolis, IN
Precedent Financial Strategies
RIAIndianapolis, IN
Corwin Company LLC
RIAIndianapolis, IN
Private Counsel Group, Ltd.
RIAIndianapolis, IN
Capstone Wealth Advisors,Inc.
RIAIndianapolis, IN
Fnex Wealth, LLC
RIAIndianapolis, IN