Index Portfolio Advisors, LLC

Index Portfolio Advisors, LLC (CRD# 171324) is a financial advisory firm headquartered in Stuart, FL. They manage $9,167,509 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
759 Sw Federal Highway, Suite 315, Stuart, FL 34994
https://indexportfolioadvisors.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $223,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Index Portfolio Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Lovett, financial advisor Stuart FL
John J. Lovett
CRD#: 735487
759 Sw Federal Highway, Suite 315, Stuart, FL 34994

John Lovett (CRD# 735487) is an Investment Advisor Representative working at Index Portfolio Advisors, LLC in Stuart, FL and has over 42 years of experience in the finance industry.

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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