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PROTEUS, LLC
PROTEUS, LLC
INDIANAPOLIS, Indiana
·
4 registered advisors
·
CRD# 164085
SEC# 801-121224
1
317-653-2756
01
Firm Overview
AUM
$215M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Fee-Only Advisory
04
Advisors at PROTEUS, LLC
4 registered advisors
Cheryl Ann Ackerman
INDIANAPOLIS, Indiana
CRD# 6991631
Clay S. Sandberg
INDIANAPOLIS, Indiana
CRD# 5602194
Eric Gray Knauss
INDIANAPOLIS, Indiana
CRD# 1292814
Jason Charles Brown
INDIANAPOLIS, Indiana
CRD# 5602070
05
Office Locations
INDIANAPOLIS, Indiana
4 advisors
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Data sourced from SEC Form ADV filings. PROTEUS, LLC (CRD# 164085) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.