Sign in Sign up for free

Indiana Investment Advisors, LLC (Fort Wayne)


Indiana Investment Advisors, LLC is a related adviser based in Fort Wayne. It manages $1.2 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Indiana.

Indiana Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Indiana Investment Advisors: assets under management

The assets under management (AUM) of Indiana Investment Advisors, LLC is $1.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $171.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Indiana Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Wayne

The principal office where Indiana Investment Advisors, LLC performs its advisory services is located at 9604 Coldwater Rd, Suite 103, Fort Wayne, IN 46825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (260) 490-2084 or by fax (260) 490-5956. The normal business hours are 9:00am - 4:30 pm on Monday - Friday.


Registered investment advisers similar to Indiana Investment Advisors, LLC