Be advised. This firm is no longer registered.

Umbaugh Cash Advisory Services, LLC

Umbaugh Cash Advisory Services, LLC (CRD# 136904) is a financial advisory firm headquartered in Indianapolis, IN. They manage $953,062,866 in 57 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    953
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $16,720,401
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, MI, OH

Financial Advisors at Umbaugh Cash Advisory Services, LLC
No Advisor Found.
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