INDFIN LLC
  • INDFIN LLC
  • GROSSMAN, NEIL E
  • INDFIN LLC - SEE ITEM 4 AND SCHEDULE D - MISCELLANEOUS, HEREIN
  • INDEPENDENT FINANCIAL

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Adviser Profile

As of Date 01/27/2026
Registration SEC, Approved, 04/19/2022
Other registrations (2)
Contact Info 973 xxxxxxx
Websites
AUM* 128,376,327 8%
of that, discretionary 114,052,172 3%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 725,290 -2%
% High Net Worth 67.27% 3%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

124M 107M 89M 71M 53M 36M 18M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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