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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-1997
- Office Locations
- 1
Office Locations
About Indigo Asset Management, Inc.
Indigo Asset Management, Inc. is a NEW Canaan-based RIA. The firm has been operating for 28 years. Managing $11.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on January 15, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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The full Indigo Asset Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CHARLES CRUM
President
- CRD
- #2967499
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,234,481 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,234,481 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Indigo Asset Management, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.