RIA Intel›Advisers›Indiana›TAVEL INSURANCE & FINANCIAL SERVICES, LLC

TAVEL INSURANCE & FINANCIAL SERVICES, LLC

Advisory

IN

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account
$135K
across 37 accounts
AUM per adviser
$5M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$5M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$5M
Discretionary AUM$0
Non-Discretionary AUM$5M
Discretionary %0%
Total Clients37
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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-92.5% 1Y
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