Proteus, LLC

Proteus, LLC (CRD# 164085) is a financial advisory firm headquartered in Indianapolis, IN. They manage $36,350,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $6,058,333
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 - 5 of 5 top financial advisors.
1
Jason C. Brown
CRD#: 5602070
450 E 96th Street, Suite 500, 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 9 years of experience in the finance industry.

2
Clay S. Sandberg
CRD#: 5602194
450 E 96th Street, Suite 500, 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 9 years of experience in the finance industry.

3
Daniel L. McNulty
CRD#: 6647995
450 E 96th Street, Suite 500, Indianapolis, IN 46240
88
Wealthminder
score

Daniel McNulty (CRD# 6647995) is an Investment Advisor Representative working at Proteus, LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

4
Gabriel L. Randolph
CRD#: 6780721
450 E 96th Street, Suite 500, Indianapolis, IN 46240
87
Wealthminder
score

Gabriel Randolph (CRD# 6780721) is an Investment Advisor Representative working at Proteus, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

5
Eric G. Knauss
CRD#: 1292814
450 E 96th Street, Suite 500, 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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