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Indexperts, LLC

● SEC registered since 2021CRD 314858SEC# 801-121667Charlotte, NC
Export (members)
Reg. AUM
Employees
2
Accounts
Location
Charlotte, NC

Indexperts, LLC assets under management

Indexperts, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It employs 2 people.

Indexperts, LLC owners & executives

4 reported
NameTitleOwnershipSince
Linden Thomas Financial Group, LLC ControlMemberOver 75%2021
Patti Sue Almanza ControlChief Compliance OfficerUnder 5%2024
Stephen Linden Thomas ControlManagerUnder 5%2021
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Frequently asked questions

How many employees does Indexperts, LLC have?

Indexperts, LLC reports 2 employees.

Where is Indexperts, LLC located?

Indexperts, LLC is based in Charlotte, NC and has been SEC-registered since 2021.

Does Indexperts, LLC disclose fund performance?

Indexperts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address516 North Tryon Street, Charlotte, NC 28202
Phone(704) 554-8150
Fax704-554-8350
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo