No longer SEC-registered. Index Financial Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$125.6M
Employees
1
Accounts
140
Location
—
Index Financial Advisors LLC assets under management
Index Financial Advisors LLC is an SEC-registered investment adviser. It reports $125.6 million in regulatory assets under management and employs 1 people.
How much does Index Financial Advisors LLC manage?
Index Financial Advisors LLC reports $125.6 million in regulatory assets under management on its Form ADV.
How many employees does Index Financial Advisors LLC have?
Index Financial Advisors LLC reports 1 employees.
Does Index Financial Advisors LLC disclose fund performance?
Index Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.