Indie Asset Partners, LLC

Indie Asset Partners, LLC (CRD# 154503) is a financial advisory firm headquartered in Carmel, IN. They manage $726,101,667 in 776 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    726
    MILLION
  • Total Number of Accounts
    776
    ACCOUNTS
  • Average Account Value
    $935,698
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, KY, NH, OH, TX

Financial Advisors at Indie Asset Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kevin M. Alerding
CRD#: 6908516
10585 North Meridian Street, Suite 210, Carmel, IN 46290

Kevin Alerding (CRD# 6908516) is an Investment Advisor Representative working at Indie Asset Partners, LLC in Carmel, IN and has over 5 years of experience in the finance industry.

2
Robert J. Dalzell
CRD#: 5811956
10585 North Meridian Street, Suite 210, Carmel, IN 46290

Robert Dalzell (CRD# 5811956) is an Investment Advisor Representative working at Indie Asset Partners, LLC in Carmel, IN and has over 12 years of experience in the finance industry.

3
Donna J. Dickinson
CRD#: 5250291
10585 North Meridian Street, Suite 210, Indianapolis, IN 46290

Donna Dickinson (CRD# 5250291) is an Investment Advisor Representative working at Indie Asset Partners, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.

4
Grady J. Gaynor
CRD#: 4098375
10585 North Meridian Street, Suite 210, Carmel, IN 46290

Grady Gaynor (CRD# 4098375) is an Investment Advisor Representative working at Indie Asset Partners, LLC in Carmel, IN and has over 24 years of experience in the finance industry.

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