Rjp Investment Advisors, LLP (Indianapolis)

Name: Rjp Investment Advisors, LLP
Address: One Indiana Square, Indianapolis, IN, 46204
Telephone: 317-269-3454

Rjp Investment Advisors, LLP is an adviser based in Indianapolis. It manages $27.75 million of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.

Rjp Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rjp Investment Advisors: assets under management

The assets under management (AUM) of Rjp Investment Advisors, LLP is $27.75 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.28 million in discretionary accounts and $10.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $238.03 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rjp Investment Advisors, LLP for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rjp Investment Advisors, LLP

Michael Paul Skehan has been acting as President since 1 Oct 1998. Neal A Clements joined the executive team most recently as the Vice President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Theodore E Mesh	Partner	1 Oct 1998	Other	4480008
Michael Paul Skehan	President	1 Oct 1998	Other	4479707
Marvin J Brames	Partner	1 Oct 1998	Other	4480005
Phillip E Darrah	Partner	1 Oct 1998	Other	4480010
Sue A Back	Partner	1 Oct 1998	Other	4480012
Barbara Carol Howard	Partner	1 Oct 1999	Other	4480016
Michael Shane Winslow	Partner	1 Oct 2000	Other	4479999
Brent Michael Walker	Chief compliance officer	1 Sep 2004	Other	2480709
Llc R J Pile	Owner	1 Sep 2005	Other	35-0865680
Brent Michael Walker	Equity owner	1 Sep 2005	Other	2480709
Neal A Clements	Vice president and chief compliance officer	1 Oct 2009	Other	5719057
Matthew James Rice	Vice president	1 Oct 2009	Other	5341352
Michael Shane Winslow	Vice president	1 Oct 2009	Other	4479999
Michael Richard Harpring	Vice president	1 Oct 2009	Other	5727777

Based in Indianapolis

The principal office where Rjp Investment Advisors, LLP performs its advisory services is located at One Indiana Square, Indianapolis, IN 46204, 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 317-269-3454 or by fax 317-269-3450. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at rjpinvestmentadvisors.com/.