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DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS
DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS is a state-registered investment adviser in INDIANAPOLIS, IN. The firm manages approximately $35 million in...
Overview
DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS is a state-registered investment adviser in INDIANAPOLIS, IN. The firm manages approximately $35 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Del Principe O'Brien Financial Advisors offer?
Del Principe O'Brien Financial Advisors provides wealth management and financial planning services, including investment management, retirement planning, estate planning, and tax optimization. As an RIA, the firm tailors strategies to individual client needs.
Does Del Principe O'Brien Financial Advisors make direct investments?
As an RIA, the firm primarily manages client assets through investment products rather than making direct portfolio company investments. The focus is on financial planning and portfolio construction.
What is the minimum account size required by Del Principe O'Brien Financial Advisors?
The firm has not disclosed any minimum account size. RIAs serving high-net-worth clients often require at least $500,000 to $1 million in assets, but this has not been confirmed.
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