Index Portfolio Tools Advisors

Index Portfolio Tools Advisors (CRD# 159434) is a financial advisory firm headquartered in Saint Michaels, MD. They manage $9,800,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
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.


Financial Advisors at Index Portfolio Tools Advisors
Showing 1 - 1 of 1 top financial advisors.
Thomas R. Campi
CRD#: 4272965
24848 Deepwater Pt Dr, Saint Michaels, MD 21663

Thomas Campi (CRD# 4272965) is an Investment Advisor Representative working at Index Portfolio Tools Advisors in Saint Michaels, MD and has over 17 years of experience in the finance industry. Thomas Campi 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.

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