Indfin LLC

Overview

Indfin LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2022. The firm is owned by an individual and focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Investment activity centers on exchange-traded equities and model-driven separate managed account (SMA) strategies, supplemented by mutual funds and access to third-party alternative managers. Indfin operates primarily on a discretionary basis, applying fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not position itself as an institutional capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. It also holds industry affiliations as a registered municipal advisor and with an insurance company, which informs its use of municipal securities and insurance-linked planning solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices