CRD: 157911
I4 Advisors LLC
Indianapolis, IN, 46250
3172516770
$10.0M Total AUM
$760.5K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
15 yrs Firm Age
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- Custodian
- Newedge Securities ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-18-2011
- Office Locations
- 1
Office Locations
6905 E. 96th Street Suite 100 Indianapolis IN
About I4 Advisors LLC
I4 Advisors LLC is a Indianapolis-based RIA. The firm has been operating for 15 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Newedge Securities and TD Ameritrade. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
57 AVG AGE
$10.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Signal element
Investment Themes
Foundation glacier
Investment Vehicles
Summit beacon
Services
Unison vertex Signal catalyst Pioneer glacier Glacier value Ember vertex
Owner & Executives
T
TOD MICHAEL UTTER
Managing Member
- CRD
- #2807887
- Ownership
- 75% or more
(869) 859-3768
value.value@wavecapital.com
in linkedin.com/in/value-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $760,500 | -- |
| Non-Discretionary | $9,195,777 | -- |
| Total | $9,956,277 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,956,277
Public Funds:
31.6% Equity - Exchange:
26.8% Cash:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $302,965,150 | 31.6% |
| Equity - Exchange | $256,945,127 | 26.8% |
| Cash | $398,840,198 | 41.6% |
| Total | $958,750,475 | 100.0% |