$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2008
- Office Locations
- 1
Office Locations
-- Zionsville IN
About TWO Fish Management
TWO Fish Management is a Zionsville-based RIA. The firm has been operating for 18 years. Managing $20.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL PATRICK MORRIS
Chief Compliance Officer, Manager, Managing Member
- CRD
- #4847333
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOHN ROBERT SAUDER
Senior Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | $1,013,959 |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | $1,013,959 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Private Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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