|
⚲
|
| Keyboard |
| Index Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 141036 |
| SEC # | 801-136744 |
| CIK # | |
| AUM | 125.6 M (2026-06-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 510-910-8720 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 1.1 |
| (b) Individuals (high net worth individuals) | 21 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 140 | 125.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 140 | 125.6 |
| Total | 140 | 125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.6 | |
| Total | 140 | 125.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
VIP Planners Inc
✚
|
VA | 126.2 M |
|
Live Oak Management Group LLC
✚
|
SC | 126.0 M |
|
Integrity Road Wealth Partners LLC
✚
|
TX | 126.0 M |
|
BSC Capital Partners LLC
✚
|
IA | 125.8 M |
|
Berkeley Advisors Inc
✚
|
GA | 125.3 M |
|
Demers Constance Elaine
✚
|
OH | 125.3 M |
|
Blue Curve Advisory LLC
✚
|
MD | 125.2 M |
|
Cantlon Financial Planning LLC
✚
|
125.1 M | |
|
Strongtower Wealth Management PLC
✚
|
AR | 125.0 M |
|
Tidehaven Wealth LLC
✚
|
SC | 125.0 M |