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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-2004
- Office Locations
- 1
Office Locations
About Indfin LLC
Indfin LLC is a South Orange-based RIA. The firm has been operating for 22 years. Managing $128.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between January 14, 2025 and January 27, 2026, reported AUM decreased 1.9%, from $130.9M to $128.4M.
Across 5 reported observations, AUM increased 16.8% between March 18, 2022 and January 27, 2026, from $109.9M to $128.4M.
Of the latest reported AUM, 88.8% is discretionary and 11.2% is non-discretionary.
The firm reports 1 advisory representatives and 61 clients, or 61 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Indfin LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NEIL EVAN GROSSMAN
Chief Compliance Officer
- CRD
- #4748270
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,052,172 | $708,399 |
| Non-Discretionary | $14,324,155 | $895,260 |
| Total | $128,376,327 | $725,290 |
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Separately Managed Accounts
SMA allocation detail is available
Indfin LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.