RIA Intel›Advisers›Indiana›I4 ADVISORS LLC

I4 ADVISORS LLC

Advisory

INDIANAPOLIS, IN

Data as of Apr 17, 2024 · Source: SEC Form ADV

Average account
$2M
across 5 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 17, 2024.

Total AUM
$10M
Discretionary %
7.6%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$761K
Non-Discretionary AUM$9M
Discretionary %7.6%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

WILSON HOLDINGS LLC
$10M
DOYLE INVESTMENT MANAGEMENT
$10M
OBSIDIANT PARTNERS LLC
$10M
ORG PRIVATE ADVISOR GROUP, LLC
ROANOKE, IN
$10M
INDY ADVISORS, LLC.
$10M
MONUMENT ADVISERS LLC
CARMEL, IN
$10M

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