Umbaugh Cash Advisory Services, LLC is a large advisory firm based in Indianapolis. It manages $1.04 billion of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Indiana, Michigan, and Ohio.
Umbaugh Cash Advisory Services provides portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Umbaugh Cash Advisory Services, LLC is $1.04 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Umbaugh Cash Advisory Services, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Umbaugh Cash Advisory Services is state or municipal government entities with 63 clients and $1.04 billion of assets under management. Among the 8 most similar advisory firms, Umbaugh Cash Advisory Services has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.04 billion for 63 clients. None of the firm’s clients are foreign persons or businesses.
Umbaugh Cash Advisory Services doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Umbaugh Cash Advisory Services, LLC performs its advisory services is located at 8365 Keystone Crossing/Suite 300, Indianapolis, IN 46240 0458 The mailing address of the firm is 8365 Keystone Crossing/Suite300, Indianapolis, IN 46240 0458. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-465-1500 or by fax 317-465-1550. The normal business hours are 8:30am to 5:00pm on Monday - Friday.