Indigo Asset Management, Inc.
RIAState Registered
Total AUM
$11.2M
Discretionary
$11.2M
100% of AUM
Avg account
$1M
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 127687
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.72%
- Individuals1.28%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Indigo Asset Management, Inc. is a corporation that focuses on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). With a client base that includes individual investors and families, Indigo Asset Management emphasizes personalized investment strategies tailored to meet the unique needs of its clients. The firm is not classified as a capital allocator and does not actively engage in ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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