Deerfield
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 104964
- Registered since
- September 5, 1985
- Website
- deerfieldfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.48%
- Individuals9.98%
- Charitable Organizations2.2%
- Pension & Profit Sharing Plans0.92%
- Corporations / Businesses0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Deerfield is an independent, corporation-structured Registered Investment Adviser first registered with the SEC in 1985. The firm serves both individual/family and institutional clients and operates with an owner-type listed as individual. Its advisory practice centers on financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and business or institutional clients. Deerfield charges for services using a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify itself as an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities24%
- State & Local Bonds22%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
2 of 2
Susan Steel
COO & Wealth ManagerCRD 4346489
Marsha Kalasmiki
Chief Compliance OfficerCRD 7079736
Contacts
3 of 6
Marcus Miller
Wealth ManagerCRD 5705816
Nathan Melchi
AssociateCRD 7703714
Aidan Finet
Associate AdvisorCRD 7324775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 310 E 96th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FI3 Financial Advisors, LLC
RIAIndianapolis, IN
Centerfield Capital Partners
RIAIndianapolis, IN
Wallington Asset Management
RIAIndianapolis, IN
LJI Wealth Management, LLC
RIAIndianapolis, IN
Invst, LLC
RIAIndianapolis, IN
Axia Advisory
RIAIndianapolis, IN