FI3 Financial Advisors LLC
Legal Name: FI3 FINANCIAL ADVISORS, LLC
10401 N. MERIDIAN STREET, SUITE 205, INDIANAPOLIS, IN
317-426-8800
http://www.fi3advisors.com
Frequently Asked Questions (FAQ)
Full Contact Details
FI3 Financial Advisors LLC
10401 N. MERIDIAN STREET, SUITE 205, INDIANAPOLIS, IN
317-426-8800
Other Info
FI3 Financial Advisors LLC is an Indiana-based limited liability company with 7 employees, 5 of whom are advisory professionals, providing wealth management services to 2 clients. The SEC approves the firm's status, with registration dating back to May 14, 2018.
Fi3 Advisors
Fi3 is a wealth management firm that provides a family office experience to current and retired Executives and Professionals.
Direct Owners
-
IVAN DOUGLAS HOFFMAN
MANAGING PARTNER/CHIEF COMPLIANCE OFFICER owns 75% or more
-
MATTHEW JOSEPH SIMPSON
BUSINESS PARTNER owns more than 5% but less than 10%
-
SAMUEL DAVID MUSE
BUSINESS PARTNER owns more than 10% but less than 25%
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