FI3 FINANCIAL ADVISORS, LLC

INDIANAPOLIS, Indiana·3 registered advisors·CRD# 168005
SEC# 801-1132180317-426-8800
01

Firm Overview

AUM
$792M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF CLIENT NET WORTH
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FI3 FINANCIAL ADVISORS, LLC

3 registered advisors
Ivan Douglas Hoffman
INDIANAPOLIS, Indiana
Matthew Joseph Simpson
INDIANAPOLIS, Indiana
Samuel David Muse
INDIANAPOLIS, Indiana
05

Office Locations

INDIANAPOLIS, Indiana
3 advisors

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Data sourced from SEC Form ADV filings. FI3 FINANCIAL ADVISORS, LLC (CRD# 168005) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.