Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 165
Discretionary Accounts: 154
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 127898
Last Filing Date: 2025-01-14 00:00:00
Website: https://indfinllc.com