Investment Advisors Of Indianapolis Inc (Indianapolis)


Investment Advisors Of Indianapolis Inc is an adviser based in Indianapolis. It manages $37.73 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.

Investment Advisors Of Indianapolis provides portfolio management for individuals and small businesses and performance measurement and portfolio accounting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Advisors Of Indianapolis: assets under management

The assets under management (AUM) of Investment Advisors Of Indianapolis Inc is $37.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $299.43 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Advisors Of Indianapolis Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investment Advisors Of Indianapolis Inc

Mark Richard Durham has been acting as President since 1 Nov 1990. James D. Nolan joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jeffrey Alan Vogel Executive vice president 1 Nov 1990 25% - 50% 711365
Mark Richard Durham President 1 Nov 1990 25% - 50% 1103979
James D. Nolan Shareholder 1 Jan 1995 Other 4437149
William T. Purcell Shareholder 1 Jan 1995 Other 4437155
Mark Richard Durham Chief compliance officer 1 Jan 2004 25% - 50% 1103979

Based in Indianapolis

The principal office where Investment Advisors Of Indianapolis Inc performs its advisory services is located at 10585 North Meridian Street, Indianapolis, IN 46290, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-574-8005 or by fax 317-574-8807. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.invadv.com.