Family Office
Fi3 Financial Advisors, LLC
Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- US & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Fi3 Advisors, founded in 2013 and based in Indianapolis, Indiana, is an independent, fee-only Registered Investment Advisor and multi-family office providing fiduciary financial planning and investment management services to high net worth families. The firm acts as the Family CFO focusing on personalized wealth management.
Unlock mandates & allocation signals
See Fi3 Financial Advisors, LLC's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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