Index Portfolio Tools Advisors
Index Portfolio Tools Advisors (CRD# 159434) is a financial advisory firm headquartered in , . They manage $8,414,848 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Index Portfolio Tools Advisors
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts31ACCOUNTS
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Average Account Value$271,447
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Index Portfolio Tools Advisors
1
Thomas Campi (CRD# 4272965) is an Investment Advisor Representative working at Index Portfolio Tools Advisors in Easton, MD and has over 23 years of experience in the finance industry.
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