2525 East Camelback Rd.
Suite 900
Phoenix, Arizona 85016-4278
Tel: 602-224-1500
INDIGO PARTNERS LLC, formally registered with the SEC as INDIGO PARTNERS LLC. The firm was established in 08/11/2015. They have over 1 offices throughout the country.
INDIGO PARTNERS LLC is a Phoenix, Arizona based Financial Planning firm with nearly $3,586,680,165 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 163648 |
SEC# | 801-101537 |
Assets Managed by Firm | $3,586,680,165 |
No. of Clients | 20 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20 | $3,586,680,165 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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