Indie Asset Partners
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Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

10 E Main St Ste 220, Carmel, Indiana, 4...

Phone Number

(317) 428-6600

Revenue

<$5 Million

Industry

Finance Securities Trading

About Indie Asset Partners

Indie Asset Partners, LLC provides investment advisory services tailored for high net worth individuals, groups, and institutions. The firm emphasizes wealth preservation and steady income while also accommodating clients seeking higher returns. Their investment philosophy focuses on managing client assets with a personalized approach, utilizing diversification and market analysis to mitigate volatility. With a team of experienced advisors, they create individualized portfolios across various asset classes to achieve positive returns aligned with clients' risk tolerances.Explore more
Indie Asset Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Indie Asset Partners Org Chart

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Chief Executive Officer

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CL
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Director, Client Service

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KP
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Senior Client Administrator and

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Indie Asset Partners

<$5M
11-50
Private
<$5M
2010
<$5M
1-10
Private
-
2012
JR
Joseph RosarioPartner and Wealth Advisor
<$5M
1-10
Private
-
2020
JS
Jeffrey SmithFounder. Managing Partner. Private Wealth Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Indie Asset Partners Tech Stack

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Frequently Asked Questions Regarding Indie Asset Partners

What is Indie Asset Partners's official website?
Indie Asset Partners's official website is www.indieasset.com
What is Indie Asset Partners's Revenue?
Indie Asset Partners's revenue is <$5 Million
What is Indie Asset Partners's SIC code?
Indie Asset Partners's SIC: 62,628
What is Indie Asset Partners's NAICS code?
Indie Asset Partners's NAICS: 52,523
How many employees does Indie Asset Partners have?
Indie Asset Partners has 11-50 employees
What industry does Indie Asset Partners belong to?
Indie Asset Partners is in the industry of: Finance, Securities Trading
What is Indie Asset Partners competition?
Indie Asset Partners top competitors include: Shoreline Financial Partners, Wealth Advisory Services, OWL Private Wealth Advisors
What technology does Indie Asset Partners use?
Some of the popular technologies that Indie Asset Partners uses are: Proofpoint, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Indie Asset Partners?
Indie Asset Partners contact info: Phone number: (317) 428-6600 Website: www.indieasset.com
What does Indie Asset Partners do?

Indie Asset Partners, LLC provides investment advisory services tailored for high net worth individuals, groups, and institutions. The firm emphasizes wealth preservation and steady income while also accommodating clients seeking higher returns. Their investment philosophy focuses on managing client assets with a personalized approach, utilizing di... versification and market analysis to mitigate volatility. With a team of experienced advisors, they create individualized portfolios across various asset classes to achieve positive returns aligned with clients' risk tolerances.Read More

What are Indie Asset Partners social media links?
Indie Asset Partners Linkedin page Indie Asset Partners Facebook page
Who invested in Indie Asset Partners?
Indie Asset Partners has 2 investors including PPP and PPP.
Is Indie Asset Partners a public company?
Indie Asset Partners is private company therefore does not currently have an official ticker symbol
See more information about Indie Asset Partners

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