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INDIE ASSET PARTNERS, LLC

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

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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 StatusApproved
Firm CRD#154503
SEC#801-71728
Assets Managed by Firm$792,211,173
No. of Clients821
No. of Advisors9

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 ClientsAUM
Firm Total821$792,211,173
Individuals (other than high net worth individuals)204$54,205,897
High net worth individuals141$530,148,562
Other investment advisers1$444,511
Corporations or other businesses3$5,903,016

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ONEAMERICA ASSET MANAGEMENT, LLC
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$25,872,395,4061037
SANCTUARY ADVISORS, LLC
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$22,024,300,00049099643
OXFORD FINANCIAL GROUP, LTD
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Carmel, IN, 46032
$18,201,054,4846270150
SAPIENT CAPITAL LLC
401 Pennsylvania Pkwy, Suite 100
Indianapolis, IN, 46280
$11,439,805,300594756

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