Index Gurus, Inc.
Index Gurus, Inc. (CRD# 131014) is a financial advisory firm headquartered in Concord, CA. They manage $8,001,543 in 55 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$145,483
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Faruk Jaffer (CRD# 4458443) is an Investment Advisor Representative working at Index Gurus, Inc. in Concord, CA and has over 16 years of experience in the finance industry. Faruk Jaffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James McHugh (CRD# 3173721) is an Investment Advisor Representative working at Index Gurus, Inc. in Concord, CA and has over 19 years of experience in the finance industry.