Index Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 141036
- Website
- indexfinancialadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.88%
- Charitable Organizations1.26%
- Individuals0.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Index Financial Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients, with core offerings focused on financial planning and portfolio management for individuals and small businesses. Compensation comes through a mix of AUM-based fees and fixed fees. According to available filings, the adviser does not identify as an active ESG investor and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Private Funds18%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Raymond Gadbois
PresidentCRD 5167530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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