10585 North Meridian Street
Suite 210
Carmel, Indiana 46290
Tel: 317-428-6600
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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