Two Fish Management

Two Fish Management (CRD# 149612) is a financial advisory firm headquartered in Indianapolis, IN. They manage $630,150,000 in 954 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    630
    MILLION
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $660,535
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

IL, IN, TX

Financial Advisors at Two Fish Management
Showing 1 - 4 of 4 top financial advisors.
1
Michael P. Morris
CRD#: 4847333
3500 Depauw Blvd, Suite 3110, Indianapolis, IN 46268
96
Wealthminder
score

Michael Morris (CRD# 4847333) is an Investment Advisor Representative working at Two Fish Management in Indianapolis, IN and has over 12 years of experience in the finance industry.

2
Michael J. Kessling
CRD#: 4764516
9333 N. Meridian, Suite 222, Indianapolis, IN 46260
93
Wealthminder
score

Michael Kessling (CRD# 4764516) is an Investment Advisor Representative working at Two Fish Management in Indianapolis, IN and has over 13 years of experience in the finance industry.

3
John R. Sauder
CRD#: 4432146
9333 N. Meridian, Suite 222, Indianapolis, IN 46260
93
Wealthminder
score

John Sauder (CRD# 4432146) is an Investment Advisor Representative working at Two Fish Management in Indianapolis, IN and has over 7 years of experience in the finance industry.

4
Michael B. Yeoman
CRD#: 5906967
939 W North Ave, Suite 750, Chicago, IL 60642
90
Wealthminder
score

Michael Yeoman (CRD# 5906967) is an Investment Advisor Representative working at Two Fish Management in Chicago, IL and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.