| Name | Title | Ownership | Since |
|---|---|---|---|
| Brea Nicole Morrison Dantin Control | Chief Operations Officer | Under 5% | 2012 |
| Bryan James Gross | Chief Compliance Officer | Under 5% | 2024 |
| Douglas Glen Prince Control | Chief Executive Officer/Chief Investment Officer | Under 5% | 2012 |
Procourse Fiduciary Advisors, LLC reports $5.1 billion in regulatory assets under management on its Form ADV.
Procourse Fiduciary Advisors, LLC reports 13 employees.
Procourse Fiduciary Advisors, LLC is based in Carmel, IN and has been SEC-registered since 2012.
Procourse Fiduciary Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 571 Monon Blvd, Suite 400, Carmel, IN 46032 |
| Phone | 317-805-7500 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.65B |
| Non-discretionary | $3.42B |
| Total (RAUM) | $5.07B |