RIA Intel›Advisers›Delaware›INDIGO ASSET MANAGEMENT, INC.

INDIGO ASSET MANAGEMENT, INC.

Advisory

DE

Data as of Jan 15, 2024 · Source: SEC Form ADV

Average account
$1M
across 11 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2024.

Total AUM
$11M
Discretionary %
100%
Clients
11
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

GEMSTONE WEALTH MANAGEMENT, LLC
$11M
YORKVILLE CAPITAL MANAGEMENT LLC
$11M
-11.6% 1Y
SOLOMON AND ASSOCIATES, LLC
$11M
NEW OBSERVER CAPITAL MANAGEMENT, LLC
$11M
SAIL LOFT CAPITAL MANAGEMENT LLC
$11M
FREEDOM MOUNTAIN INVESTMENTS LLC
$12M

Get the full picture on INDIGO ASSET MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track INDIGO ASSET MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans