Indie Asset Partners, LLC

RIASEC RegisteredEst. 2010

Total AUM

$685M

Discretionary

$632M

92% of AUM

Avg account

$897K

Accounts

764

Employees

Advisory reps

Firm details

Headquarters: Carmel, Indiana
CRD number: 154503
Registered since: August 16, 2010
Website: indieasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI73.08%
Pooled Investment Vehicles17.11%
Individuals7.73%
Corporations / Businesses2.04%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Indie Asset Partners, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2010. The firm operates as a capital allocator for both individual/family and institutional clients, combining traditional advisory work with the selection of third-party managers and management of pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Core advisory services listed on filings include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional/business portfolio management, pension consulting, and manager selection. The firm does not identify as an active ESG investor.