INDIE ASSET PARTNERS, LLC

10585 North Meridian Street
Suite 210
Carmel, Indiana 46290
Tel: 317-428-6600

About INDIE ASSET PARTNERS, LLC

INDIE ASSET PARTNERS, LLC, formally registered with the SEC as INDIE ASSET PARTNERS, LLC. The firm was established in 08/16/2010. They have over 1 offices throughout the country.

INDIE ASSET PARTNERS, LLC is a Carmel, Indiana based Financial Planning firm with nearly $792,211,173 assets under management, offering retirement planning & investment advisory services to 821 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154503
SEC#	801-71728
Assets Managed by Firm	$792,211,173
No. of Clients	821
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	821	$792,211,173
Individuals (other than high net worth individuals)	204	$54,205,897
High net worth individuals	141	$530,148,562
Other investment advisers	1	$444,511
Corporations or other businesses	3	$5,903,016

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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