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DEERFIELD FINANCIAL ADVISORS, INC.

Doing business as DEERFIELD. SEC Form ADV profile.

Total regulatory AUM
$1,176,249,776
Discretionary
$974,666,210
Non-discretionary
$201,583,566

Firm details

CRD number
104964
SEC file number
801-25156
Main office
INDIANAPOLIS, IN, United States
Employees
14
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.