BL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
1 client
Average Client Portfolio
$46.1B average
Assets Under Management
$46.1B
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Advisor Information
Office location
Carmel, IN
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pacer Advisors, INC.
May 2025 - Present · 8 mos
Pacer Financial, INC.
May 2025 - Present · 8 mos
Pacer Financial, INC.Broker
May 2025 - Present · 8 mos
Previous Registrations
Amundi Asset Management Us, INC.
December 2020 - April 2025 · 4 yrs 4 mos
Amundi Pioneer Institutional Asset Management, INC.
January 2016 - December 2020 · 4 yrs 11 mos
Amundi Distributor Us, INC.Broker
January 2016 - April 2025 · 9 yrs 3 mos
Realty Capital Securities, LLCBroker
May 2014 - December 2015 · 1 yr 7 mos
Columbia Management Investment Distributors, INC.Broker
January 2011 - May 2014 · 3 yrs 4 mos
Columbia Management Investment Advisers, LLC
January 2011 - May 2014 · 3 yrs 4 mos
AXA Advisors, LLC
July 2010 - January 2011 · 6 mos
AXA Advisors, LLC Broker
April 2009 - January 2011 · 1 yr 9 mos
State Registrations3 states
ILINPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.