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Indie Asset Partners LLC

EST. AUM
$722,689,974

CONTACTS
3

CLIENT ACCOUNTS
948

Firm Details

Metro area Indianapolis
CRD Number 154503
Website indieasset.com
Client types

Overview

Indie Asset Partners provides investment advisory services tailored for high net worth individuals, groups, and institutions. Each client engagement begins with a thorough assessment of their needs, goals, and risk tolerance, allowing the firm to manage assets in alignment with these characteristics. The firm serves a diverse clientele, with some prioritizing wealth preservation and steady income, while others seek the potential for higher returns. Their core philosophy centers on managing clients' assets as if they were their own. The Investment Committee is led by Charlie Castino.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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