Burton
Street

Trust Investment Advisors

CRD#2332253
Investment Advisor
in Indianapolis, IN

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About this Advisor

Burton Street is a financial advisor based out of Indianapolis, Indiana with a total of 3 years of industry experience. Street works at Trust Investment Advisors. Street has gained experience at Trust Investment Advisors, Rbc Capital Markets Corporation and Robert W. Baird. Street maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas, California, Indiana and Texas. Trust Investment Advisors is an advisory business based in Indianapolis, IN. It has offices in two locations and a total of six employees. It administers $165 million in total assets between its 204 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 204 accounts, 20% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Trust Investment Advisors can consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

8440 Woodfield Crossing Blvd Suite 100
Indianapolis, IN 46240

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Trust Investment Advisors Brokerage Details

Total Assets Under Management

$165,219,636

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

6

IN Average: 46
Total Number of Accounts

204

IN Average: 1,775
Average Account Size

$809,900

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
  • Other

Burton Street Work History

Burton has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Trust Investment Advisors

2020 - 2020 (< 1 year)

Trust Investment Advisors

2017 - 2020 (3 years)

Robert W. Baird

2008 - 2017 (9 years)

Rbc Capital Markets Corporation

*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 Burton Street 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 Trust Investment Advisors

James Delay
Indianapolis, IN
Burton Street
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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