Umbaugh Cash Advisory Services, LLC

Umbaugh Cash Advisory Services, LLC (CRD# 136904) is a financial advisory firm headquartered in Indianapolis, IN. They manage $481,817,000 in 45 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    482
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $10,707,044
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
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, MI, OH

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