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Joseph Carmen Lamagna

INDIE ASSET PARTNERS, LLC·INDIANAPOLIS, Indiana
Clean recordINDIE ASSET PARTNERS, LLC
10291 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46290CRD# 2275636Firm CRD# 154503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Carmen Lamagna · INDIANAPOLIS, IN
Registration
CRD #2275636 · INDIE ASSET PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Carmen Lamagna is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with INDIE ASSET PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INDIE ASSET PARTNERS, LLC
INDIE ASSET PARTNERS, LLC
AUM
$792M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INDIE ASSET PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2275636
Firm CRD# 154503
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Carmen Lamagna offer?
Joseph Carmen Lamagna specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Joseph Carmen Lamagna's credentials?
Joseph Carmen Lamagna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Carmen Lamagna located?
Joseph Carmen Lamagna is based in INDIANAPOLIS, Indiana, working with INDIE ASSET PARTNERS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Joseph Carmen Lamagna charge for services?
Joseph Carmen Lamagna's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDIE ASSET PARTNERS, LLC?
INDIE ASSET PARTNERS, LLC has approximately 9 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDIE ASSET PARTNERS, LLC

Donna J Dickinson
CARMEL, IN
Grady J. Gaynor
CARMEL, IN
Kevin Michael Alerding
CARMEL, IN

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Research
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