INDEX FINANCIAL ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$125,604,909
Discretionary
$0
Non-discretionary
$125,604,909
Firm details
- CRD number
- 141036
- SEC file number
- 801-136744
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.