$258.9M Total AUM
$255.7M Disc. AUM
11.1% 3Y CAGR
4 Employees
378 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-2017
- Office Locations
- 2
Office Locations
5455 W 86th St. Suite 205 Indianapolis IN
-- Fontana CA
About AN Exceptional Life Financial, LLC
AN Exceptional Life Financial, LLC is a Indianapolis-based RIA with 2 offices. The firm has been operating for 9 years. Managing $258.9M in total assets under management, with 4 advisory representatives. They custody assets with Altruist and Fidelity/NFS. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
31 AVG AGE
$64.7M AVG AUM / ADVISOR
$685.0K AVG AUM / CLIENT
4.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Foundation Catalyst glacier Pioneer
Investment Themes
Radial Summit vector Signal capital
Investment Vehicles
Oak
Services
Beacon harbor Eagle Focus crest Beacon timber Delta
Owner & Executives
MYCHAL VASHON EAGLESON
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5890838
- Ownership
- 75% or more
(396) 542-9427
catalyst.delta@legacycapital.com
in linkedin.com/in/foundation-quantum
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K
Kaylee Stefanie Bjarnason
Financial Planner
- CRD
- #7785536
(323) 611-5951
ridge.legacy@vertexcapital.com
in linkedin.com/in/frontier-peak
Sarah Ann Sepulveda
Certified Financial Planner
- CRD
- #7296785
(897) 924-7732
ridge.zenith@harborcapital.com
in linkedin.com/in/fusion-optima
F
Focus focus
Eagle bridge focus
- CRD
- #60087
(723) 501-3984
north.timber@optimacapital.com
in linkedin.com/in/glacier-legacy
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,670,584 | $271,701 |
| Non-Discretionary | $3,254,610 | $406,826 |
| Total | $258,925,194 | $272,840 |
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Separately Managed Accounts
Total SMA Asset: $258,925,194
Equity - Exchange:
43.6% Public Funds:
36.3% Cash:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $939,342,050 | 43.6% |
| Public Funds | $782,066,891 | 36.3% |
| Cash | $433,045,303 | 20.1% |
| Total | $2,154,454,244 | 100.0% |