Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
INDFIN LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127898), INDFIN LLC is subject to fiduciary duty under federal law.
INDFIN LLC serves 38 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, INDFIN LLC offers financial planning and portfolio management for individuals. View all service details ↓
INDFIN LLC manages $131 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, INDFIN LLC serves high-net-worth individuals. View client details ↓
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