Index Financial Advisors LLC
CRD 141036SEC# 801-136744
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.
Index Financial Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Paul Gadbois Control | Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
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.
Contact & registration
| Office hours | 9 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$125.6Mregulatory AUM
Discretionary $0Non-discretionary $125.6M