DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS

DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 174935). Regulatory assets under management: $35.0M.

Registration

• CRD: 174935
• Type: Registered investment adviser
• Location: 3815 RIVER CROSSING PARKWAY, SUITE 100, INDIANAPOLIS, IN, 46240
• Phone: 765-479-2568
• Latest filing: 2026-03-18
• Regulatory AUM: $35.0M
• Discretionary AUM: $35.0M
• Clients: 1
• Accounts: 65

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 174935 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search