Indy Wealth Solutions, LLC

Indy Wealth Solutions, LLC (CRD# 283634) is a financial advisory firm headquartered in , . They manage $2,803,840 in 93 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.facebook.com/indywealthsolutions/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $30,149
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IN, TX

Financial Advisors at Indy Wealth Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cory Smith, financial advisor Indianapolis IN
Cory N. Smith
CRD#: 5695089
Indianapolis, IN

Cory Smith (CRD# 5695089) is an Investment Advisor Representative working at Indy Wealth Solutions, LLC in Indianapolis, IN and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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