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INDFIN LLC

Advisory

N·

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM
$128M
1-Year AUM Growth
+18.0%
3-Year CAGR
+5.6%
Employees
1
Assets Under Management
Total AUM$128M
Discretionary AUM$114M
Non-Discretionary AUM$14M
Discretionary %88.8%
Total Clients55
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record5
First FilingMar 18, 2022
Latest FilingJan 27, 2026
🔒 Full AUM trend chart and 5 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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