Procourse Fiduciary Advisors, LLC is a pension cosultant based in Carmel. It manages $3.23 billion of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Illinois, Indiana, Kentucky, and Wisconsin.
Procourse Fiduciary Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Procourse Fiduciary Advisors, LLC is $3.23 billion. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Procourse Fiduciary Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Procourse Fiduciary Advisors is pension and profit sharing plans with 94 clients and $3.18 billion of assets under management. Among the 10 most similar advisory firms, Procourse Fiduciary Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.23 billion for 126 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Procourse Fiduciary Advisors doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Procourse Fiduciary Advisors, LLC performs its advisory services is located at 1180 Medical Ct, Carmel, IN 46032, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-708-4150 or by fax 317-836-1424. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at procourseadv.com.