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INDFIN LLC

CRD 127898 · SEC 801-123744

Visit website

NJ, United States

Phone

973-994-4314

Fax

973-994-4042

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$128.4M

Discretionary AUM

$114.1M

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals18$4.5M
High net worth individuals37$123.9M

States served

NJ, TX, FL

All web addresses on file

Official SEC filing: View on IAPD