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FI3 Advisors

EST. AUM
$1,138,900,750

CONTACTS
5

CLIENT ACCOUNTS
1,643

Firm Details

Metro area Indianapolis
CRD Number 168005
Website fi3advisors.com
Client types

Overview

They are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office. They serve as a fiduciary, providing financial planning and investment management services to high net worth families, acting as the Family CFO.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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