INDEX TECHNOLOGIES GROUP LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327771
- Registered since
- September 29, 2023
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations82.8%
- HNWI14.91%
- Individuals1.9%
- Other Investment Advisers0.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Index Technologies Group LLC is a privately held limited liability company that registered with the SEC in 2023. The firm offers fee-based portfolio management services to both individuals and families as well as institutional clients, operating on a percentage-of-AUM fee model. Its advisory work spans wealth management for individuals and small businesses and portfolio management for business or institutional accounts. The firm identifies as an active ESG investor and reports no role 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
- Exchange Traded Equities83%
- Non-Exchange Traded Equities12%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
1 of 1MICHAEL DURETTE
Chief Revenue OfficerCRD 4935253
Contacts
3 of 7HENRY BENTON
Financial AnalystCRD 8126856
MICHAEL LEDERER
PartnerCRD 6544652
KENNETH ELLIOTT
Partner, DirectorCRD 6670332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$40.8M in ETFs
98%
$40M
1%
$816K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS ETF (EEM) | BlackRock | Passive | Diversified Emerging Mkts | $3.3M | 58,509 | 8.14% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 10 E 53rd St
- Time zone
- ET (UTC-5)
- Office locations
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