LILLY VENTURES

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
165640

Firm profile

FINTRX

Overview

Lilly Ventures operates as a limited liability company and is primarily focused on investment activities. While specific details about their investment preferences and areas of manager allocation are not disclosed, the firm is classified as unclassified and does not engage in capital allocation. Lilly Ventures does not actively participate in Environmental, Social, and Governance (ESG) investing, nor do they function as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SAMUEL TORRES

    ManagerCRD 6124237

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
333 N Alabama St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth