Investment Advisors Of Indianapolis Inc

RIASEC Registered
Total AUM
$108M
Discretionary
$98M
91% of AUM
Avg account
$1M
Accounts
107
Employees
2
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 8%, US Government Bonds 3%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents8%
  • US Government Bonds3%

Contacts

3 of 4
  • James Nolan

    ShareholderCRD 4437149

  • William Purcell

    William Purcell

    Investment BankingCRD 4437155

  • Mark Durham

    Mark Durham

    Portfolio ManagerCRD 1103979

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth