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INDIE ASSET PARTNERS, LLC
CARMEL, IN
317-428-6600
SEC #801-71728Total AUM
$685.2M
Employees
9Clients
313Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 EAST MAIN STREET
SUITE 220
CARMEL
IN 46032
United States
SUITE 220
CARMEL
IN 46032
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
317-428-6600
Financials
Total AUM
$685.2M
Accounts
764Discretionary
$632.3M
Accounts
756Non-Discretionary
$52.9M
Accounts
8
Clients
Individual Clients
155AUM
$53M
HNW Individual Clients
147AUM
$500.7M
Pooled Vehicle Clients
6AUM
$117.2M
Charitable Organization Clients
1AUM
$301.7K
Corporation or Business Clients
4AUM
$14M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACOFLGAINKYNHOHTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.