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 $726,101,667 assets under management, offering retirement planning & investment advisory services to 776 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 154503 |
SEC# | 801-71728 |
Assets Managed by Firm | $726,101,667 |
No. of Clients | 776 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 776 | $726,101,667 |
Individuals (other than high net worth individuals) | 193 | $44,651,134 |
High net worth individuals | 133 | $441,743,057 |
Other investment advisers | 1 | $639,663 |
Corporations or other businesses | 4 | $13,008,246 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$32,602,597,413 | 98199 | 1690 | |
$24,468,049,188 | 15 | 77 | |
$23,853,429,616 | 10 | 37 | |
$16,220,200,000 | 38933 | 560 | |
$15,587,908,593 | 5947 | 159 |
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