10 E. 53rd Street
Suite 1400
New York, New York 10022
Tel: 212-466-6760
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327771 |
| SEC# | 801-128809 |
| Assets Managed by Firm | $28,684,651 |
| No. of Clients | 35 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 35 | $28,684,651 |
| High net worth individuals | 4 | $28,684,651 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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