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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 $726,101,667 assets under management, offering retirement planning & investment advisory services to 776 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#154503
SEC#801-71728
Assets Managed by Firm$726,101,667
No. of Clients776
No. of Advisors14

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other(ASSET-BASED PERCENTAGE OR HOURLY FEES FOR FAMILY OFFICE SERVICES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total776$726,101,667
Individuals (other than high net worth individuals)193$44,651,134
High net worth individuals133$441,743,057
Other investment advisers1$639,663
Corporations or other businesses4$13,008,246

More Retirement Planning firms in Carmel, Indiana:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION
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$32,602,597,413981991690
40/86 ADVISORS, INC.
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Carmel, IN, 46032
$24,468,049,1881577
ONEAMERICA ASSET MANAGEMENT, LLC
One American Square
Indianapolis, IN, 46206
$23,853,429,6161037
SANCTUARY ADVISORS, LLC
3815 River Crossing Pkwy, Suite 200
Indianapolis, IN, 46240
$16,220,200,00038933560
OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street, Suite 600
Carmel, IN, 46032
$15,587,908,5935947159

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