Proteus, LLC

Proteus, LLC (CRD# 164085) is a financial advisory firm headquartered in Indianapolis, IN. They manage $754,439 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $188,610
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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 Proteus, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jason C. Brown
CRD#: 5602070
9100 Keystone Crossing, Suite 830, Indianapolis, IN 46240
93
Wealthminder
score

Jason Brown (CRD# 5602070) is an Investment Advisor Representative working at Proteus, LLC in Indianapolis, IN and has over 8 years of experience in the finance industry.

2
Clay S. Sandberg
CRD#: 5602194
9100 Keystone Crossing, Suite 830, Indianapolis, IN 46240
93
Wealthminder
score

Clay Sandberg (CRD# 5602194) is an Investment Advisor Representative working at Proteus, LLC in Indianapolis, IN and has over 8 years of experience in the finance industry.

3
Daniel L. McNulty
CRD#: 6647995
9100 Keystone Crossing, Suite 830, Indianapolis, IN 46240
90
Wealthminder
score

Daniel McNulty (CRD# 6647995) is an Investment Advisor Representative working at Proteus, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

4
Eric G. Knauss
CRD#: 1292814
9100 Keystone Crossing, Suite 830, Indianapolis, IN 46240
86
Wealthminder
score

Eric Knauss (CRD# 1292814) is an Investment Advisor Representative working at Proteus, LLC in Indianapolis, IN and has over 33 years of experience in the finance industry.

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