I4 ADVISORS LLC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 157911
- Custodians
- NEWEDGE SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pension & Profit Sharing Plans83.02%
- Individuals9.34%
- Corporations / Businesses7.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
I4 Advisors LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, as well as institutional clients. Its business activities include accounting, while its advisory services focus on financial planning and portfolio management for individuals and small businesses. I4 Advisors LLC does not engage in capital allocation or have affiliations with multiple states, nor does it act as a pension consultant. The firm is not known for active ESG investing.
Assets & Accounts
Public Holdings
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 Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1TOD UTTER
Chief Financial AdvisorCRD 2807887
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
- 6905 E 96th St
- Time zone
- ET (UTC-5)
- Office locations
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