Charles A. Liles & Associates, Inc.

Charles A. Liles & Associates, Inc. (CRD# 128581) is a financial advisory firm headquartered in Indianapolis, IN. They manage $33,173,644 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $1,275,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Charles A. Liles & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Charles A. Liles
CRD#: 2725676
3815 River Crossing Parkway, Suite 100, Indianapolis, IN 46240
93
Wealthminder
score

Charles Liles (CRD# 2725676) is an Investment Advisor Representative working at Charles A. Liles & Associates, Inc. in Indianapolis, IN and has over 20 years of experience in the finance industry.

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