I4 ADVISORS LLC

RIASEC Registered
Total AUM
$10M
Discretionary
$761K
8% of AUM
Avg account
$2M
Accounts
5
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • TOD UTTER

    Chief Financial AdvisorCRD 2807887

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth