Neil Evan Grossman
Investment adviser representative at Indfin LLC
36 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$128.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Indfin LLCJan 2014 to now
- Gb Associates LLCJan 1990 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Indfin LLC
$128.4MAssets managed
55Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4748270
- Firm CRD
- 127898