Aidan
Finet

Deerfield

CRD#7324775
Investment Advisor
in Indianapolis, IN

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About this Advisor

Aidan Finet is a certified financial planner who works in Indianapolis, Indiana who has 2 years of industry experience. Finet is currently employed by Deerfield. During their career, Finet has held roles at Deerfield Financial Advisors, Indiana University, Kilroy'S On Kirkwood, Galecki Financial Management, Inc and Carroll High School. Finet is registered to advise clients in Indiana and Texas. Deerfield is a registered investment company based out of Indianapolis, IN. The company has offices in six locations and a total of 11 employees. It controls $740 million in total assets among its 903 client accounts, placing it among the larger firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 903 customer accounts, 52% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which service is provided. However, fees charged by Deerfield can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8440 Woodfield Crossing Suite 360
Indianapolis, IN 46240

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Deerfield Brokerage Details

Total Assets Under Management

$740,027,099

IN Average: $1,347,246,178
Total Number of Employees

11

IN Average: 46
Total Number of Accounts

903

IN Average: 1,775
Average Account Size

$819,521

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Aidan Finet Work History

Aidan has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Deerfield Financial Advisors

2017 - 2018 (1 year)

Kilroy'S On Kirkwood

2014 - 2018 (4 years)

Indiana University

2013 - 2017 (4 years)

Galecki Financial Management, Inc

2010 - 2014 (4 years)

Carroll High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aidan Finet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Deerfield

Matthew Roop
Indianapolis, IN
Marcus Miller
Indianapolis, IN
Aidan Finet
Indianapolis, IN
Bradley Cougill
Indianapolis, IN
Susan Steel
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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