Skip to main content

AN EXCEPTIONAL LIFE FINANCIAL, LLC

SEC Form ADV profile.

Total regulatory AUM
$258,925,194
Discretionary
$255,670,584
Non-discretionary
$3,254,610

Firm details

CRD number
288742
SEC file number
801-123528
Main office
INDIANAPOLIS, IN, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.