I
CRD: 152791
Indy Advisors, Llc.
Indianapolis, IN
3176794930
$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
0 Employees
18 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-28-2010
- Office Locations
- 1
Office Locations
-- Indianapolis IN
About Indy Advisors, Llc.
Indy Advisors, Llc. is a Indianapolis-based RIA. The firm has been operating for 16 years. Managing $9.6M in total assets under management, They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
59 AVG AGE
-- AVG AUM / ADVISOR
$534.8K AVG AUM / CLIENT
16.4 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
16yrs Firm Age
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Asset Classes
Eagle Catalyst crest Quantum horizon
Investment Themes
North eagle Vertex
Investment Vehicles
Vector frontier
Services
Pathway Catalyst Harbor Fusion Zenith Pathway capital Vector focus Quantum delta
Owner & Executives
J
JOSEPH EARL HAY
Certified Financial Planner, Managing Partner
- CRD
- #2435007
- Ownership
- 50% but less than 75%
(968) 564-1376
ember.pathway@vertexcapital.com
in linkedin.com/in/signal-glacier
L
LANCE RANDAL KEESLING
Chief Compliance Officer, Managing Partner
- CRD
- #2054483
- Ownership
- 50% but less than 75%
(763) 786-5483
prime.vector@beaconcapital.com
in linkedin.com/in/summit-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,625,949 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,625,949 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,625,949
Equity - Exchange:
24.6% Cash:
75.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,516,412,922 | 24.6% |
| Cash | $4,647,867,250 | 75.4% |
| Total | $6,164,280,172 | 100.0% |