Investment adviser · CRD 307168
INDY FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Jul 17, 2021
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2021. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1920 MCKINNEY AVE FLOOR 7DALLAS, TX, 75201, United States
CRD 307168
Filing source
Form ADV 1554049 · Jul 17, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.