MSFM LLC
Firm details
- Headquarters
- FISHERS, Indiana
- CRD number
- 339504
Firm profile
FINTRXOverview
Msfm LLC operates as a limited liability company focused on providing investment advisory services. The firm does not classify itself under a specific category, which may suggest a flexible approach to its investment strategies. While specific details regarding their client base and fee structure are not disclosed, the firm does not engage in capital allocation or pension consulting. Msfm LLC has not positioned itself as an active ESG investor, indicating a potential focus on traditional investment strategies rather than sustainable or socially responsible investing.
Assets & Accounts
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
Contacts
1 of 1JUSTIN WHELAN
Wealth AdvisorCRD 2053714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FISHERS, IN
HAMILTON
Location
FISHERS, IN
Headquartered in FISHERS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 11634 Maple St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SUNRISE CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorFISHERS, IN
WHISKEY CAPITAL FINANCE CO. II, LLC
Exempt Reporting AdvisorJEFFERSONVILLE, IN
BARREL STRENGTH PARTNERS LLC
Exempt Reporting AdvisorINDIANAPOLIS, IN
HIGH ALPHA STUDIO, LLC
Exempt Reporting AdvisorINDIANAPOLIS, IN
ALLOY PARTNERS, INC.
Exempt Reporting AdvisorINDIANAPOLIS, IN
SIXTY8 CAPITAL
Exempt Reporting AdvisorINDIANAPOLIS, IN