CRD: 109220
Investment Advisors OF Indianapolis INC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1995
- Office Locations
- 2
Office Locations
About Investment Advisors OF Indianapolis INC
Investment Advisors of Indianapolis is an Indianapolis-based registered investment adviser serving retail investors, including entrepreneurs, with portfolio construction and insurance planning. The firm’s managed accounts skew heavily toward ETF-based equity exposure, complemented by cash and U.S. government bonds, and it custody-clears through platforms such as Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Technology
Owner & Executives
MARK RICHARD DURHAM
President, Vice President
- CRD
- #1103979
- Ownership
- 25% but less than 50%
JEFFREY ALAN VOGEL
EXECUTIVE VICE PRESIDENT, Investment Executive
- CRD
- #711365
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,049,991 | $270,435 |
| Non-Discretionary | $10,038,344 | -- |
| Total | $108,088,335 | $270,435 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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