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Building 2INDFIN LLC

Map pin
Phone973-994-4314
NotebookSEC #801-123744
Total AUM
$128.4M
Employees
1
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
973-994-4314

ReceiptFinancials

Total AUM
$128.4M
Accounts
177
Discretionary
$114.1M
Accounts
161
Non-Discretionary
$14.3M
Accounts
16

ContactClients

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Individual Clients
18
AUM
$4.5M
HNW Individual Clients
37
AUM
$123.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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