|
⚲
|
| Index Technologies Group LLC
✚
| |
|---|---|
| CRD # | 327771 |
| SEC # | 801-128809 |
| CIK # | |
| AUM | $28.7 MM (2024-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 212-466-6760 |
| Address | 10 E 53rd Street New York, NY 10022 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 28.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 28.7 |
| By Discretionary | ||
| Discretionary | 21 | 8.0 |
| Non-Discretionary | 14 | 20.7 |
| Total | 35 | 28.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 28.7 | |
| Total | 35 | 28.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Westpark Capital Inc
✚
|
CA | 0.0 |
|
TAG Associates Florida LLC
✚
|
NY | 0.0 |
|
GKFO LLC
✚
|
PA | 0.0 |
|
Byron Place Capital Management LLC
✚
|
NJ | 0.0 |
|
Boerum Hill Financial Advisors LLC
✚
|
NY | 0.0 |
|
Triumph Wealth Advisors Inc
✚
|
GA | 0.0 |
|
Smart Portfolio LLC
✚
|
CA | 0.0 |
|
ADVR LLC
✚
|
SC | 0.0 |
|
Eastside Financial Advisors LLC
✚
|
NY | 0.0 |
|
Planrock Wealth Management LLC
✚
|
TN | 0.0 |