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First Indian Bank Fsb (Indianapolis)


First Indian Bank Fsb is a large advisory firm based in Indianapolis. It manages $593.38 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2001.

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First Indian Bank Fsb provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First Indian Bank Fsb: assets under management

The assets under management (AUM) of First Indian Bank Fsb is $593.38 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $526.72 million in discretionary accounts and $66.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.99 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.9 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Indian Bank Fsb for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where First Indian Bank Fsb performs its advisory services is located at 3925 River Crossing Parkway, Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-472-3600 or by fax 317-472-3456. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.firstindiana.com.


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