Be advised. This firm is no longer registered.

Index Management Solutions, LLC

Index Management Solutions, LLC (CRD# 152541) is a financial advisory firm headquartered in Philadelphia, PA. They manage $23,480,780 in 5 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
2005 Market Street, Suite 2020, Philadelphia, PA 19103
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $4,696,156
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Index Management Solutions, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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