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INDEX TECHNOLOGIES GROUP LLC

10 E. 53rd Street
Suite 1400
New York, New York 10022
Tel: 212-466-6760

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About INDEX TECHNOLOGIES GROUP LLC

INDEX TECHNOLOGIES GROUP LLC, formally registered with the SEC as INDEX TECHNOLOGIES GROUP LLC. The firm was established in 09/29/2023. They have over 2 offices throughout the country.

INDEX TECHNOLOGIES GROUP LLC is a New York, New York based Financial Planning firm with nearly $28,684,651 assets under management, offering retirement planning & investment advisory services to 35 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#327771
SEC#801-128809
Assets Managed by Firm$28,684,651
No. of Clients35
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total35$28,684,651
High net worth individuals4$28,684,651

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