Timonium, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Indivisible Partners
Team
Firm-wide stats for Indivisible Partners
Clients per advisor
27 Very LowAvg AUM per client
$3,004,459 Very HighHNW client ratio
60% Very HighAbout
Indivisible Partners provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), personal trusts, pension and profit‑sharing plans, charities, and businesses, offering portfolio management, financial planning/consulting, ERISA plan services, and access to third‑party managers and model portfolios. The firm reports roughly $2.08 billion in regulatory assets under management and delivers services through a team of Financial Advisors operating on its open‑architecture platform.
Investment decisions are informed by an Investment Committee’s strategic asset allocation (SAA) framework and are implemented using active, passive, or blended approaches, including separately managed accounts, direct indexing, tax‑managed equity strategies, ETFs, fixed income, and private alternative allocations where suitable. Financial Advisors provide discretionary and non‑discretionary mandates, personalize portfolios to client objectives and tax considerations, and use outsourced model, trading, and billing services (for example, Advyzon Investment Management/AIM) to execute and monitor accounts.
Noteworthy features relative to many peers include the firm’s explicit allowance of borrowing/margin within client accounts and the disclosed practice of calculating advisory fees on the gross account value when margin is used, as well as a recently introduced credit solutions offering through FiSpoke. The brochure also discloses multiple third‑party relationships and non‑cash benefits (including model and research providers such as AIM, DFA, and Franklin, and an insurance platform, DPL), together with legacy solicitor and transition support arrangements — items the firm identifies as potential conflicts and says it monitors in its disclosures.
Based on Indivisible Partners
Expertise
Based on Indivisible Partners
Location
2330 West Joppa Road, Suite 200
Timonium MD 21093
Advisors at this office
6
Advisors at this office
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