# MY-FINANCIAL-ADVOCATE

MY-FINANCIAL-ADVOCATE of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 159638
- Type: SEC-registered investment adviser
- Location: 4839 MALLARD VIEW LANE, INDIANAPOLIS, IN, 46226
- Phone: 866-734-9688
- Latest filing: 2025-03-27
- Regulatory AUM: $8.1M
- Discretionary AUM: $8.1M
- Clients: 1
- Accounts: 3

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159638/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159638/similar
- Related entities: https://search.stillhousedata.com/firm/159638/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159638

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.