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 11 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 12 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 6 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 5 years of experience in the finance industry.

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