MY-FINANCIAL-ADVOCATE

MY-FINANCIAL-ADVOCATE of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 159638). Regulatory assets under management: $8.1M.

Registration

• CRD: 159638
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search