Index Gurus, Inc.

Index Gurus, Inc. (CRD# 131014) is a financial advisory firm headquartered in , . They manage $7,017,311 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $129,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Index Gurus, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Beck
CRD#: 5277934
Concord, CA
96
Wealthminder
score

David Beck (CRD# 5277934) is an Investment Advisor Representative working at Index Gurus, Inc. in Concord, CA and has over 9 years of experience in the finance industry. David Beck 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.

2
James E. McHugh
CRD#: 3173721
Concord, CA
93
Wealthminder
score

James McHugh (CRD# 3173721) is an Investment Advisor Representative working at Index Gurus, Inc. in Concord, CA and has over 17 years of experience in the finance industry.

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