$128.4M Total AUM
$114.1M Disc. AUM
8.9% 3Y CAGR
1 Employees
61 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-2004
- Office Locations
- 1
Office Locations
-- South Orange NJ
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. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
57 AVG AGE
$128.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Summit unison
Custodian
Momentum ember Quantum timber Harbor fusion
Investment Themes
Foundation unison Optima
Investment Vehicles
Vector zenith
Services
Prime vital Quantum unison Matrix Legacy Matrix Vertex
Owner & Executives
N
NEIL EVAN GROSSMAN
Chief Compliance Officer
- CRD
- #4748270
- Ownership
- 75% or more
(438) 667-9752
summit.ridge@legacycapital.com
in linkedin.com/in/capital-ridge
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $128,376,327
Equity - Exchange:
12.7% Public Funds:
15.2% Cash:
4.6% Corporate - Investment Grade:
9.6% U.S. Government/Agency:
17.7% Municipal Bonds:
8.5% Corporate - Non-Investment Grade:
16.1% Derivatives:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,076,457,762 | 12.7% |
| Public Funds | $1,288,358,896 | 15.2% |
| Cash | $389,898,087 | 4.6% |
| Corporate - Investment Grade | $813,700,356 | 9.6% |
| U.S. Government/Agency | $1,500,260,030 | 17.7% |
| Municipal Bonds | $720,463,856 | 8.5% |
| Corporate - Non-Investment Grade | $1,364,643,305 | 16.1% |
| Derivatives | $1,322,263,078 | 15.6% |
| Total | $8,476,045,370 | 100.0% |