An Exceptional Life Financial, Llc, IN — Investment Adviser | BuildTrust

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AN EXCEPTIONAL LIFE FINANCIAL, LLC

Investment AdviceINDIANAPOLIS, IN

Assets Under Management

$218.2M

Total AUM

Donut chart: Discretionary 214.1M, Non-Discretionary 4.0M
Category	Value
Discretionary	214.1M
Non-Discretionary	4.0M

Adviser Information

Field	Value
CRD Number	288742
SEC Number	801-123528
Street Address	5455 W 86TH ST
Street Address 2	SUITE 205
Location	INDIANAPOLIS, IN 46268
Country	United States
Phone	317-941-6492
Fax	317-941-6492
Total Employees	5
Business Types	insurance_broker

Client Count by Type (406 Total)

Horizontal bar chart: Individuals (other than H… 348, High Net Worth Individual… 50, Pension/Profit Sharing Pl… 8
Category	Value
Individuals (other than H…	348
High Net Worth Individual…	50
Pension/Profit Sharing Pl…	8