Updated:Jul 6, 2026

Index Financial Advisors

INDEX FINANCIAL ADVISORS LLC is an SEC-registered investment adviser with $126 million in regulatory assets under management. The firm has 1 employee and 1...

Index Financial Advisors

INDEX FINANCIAL ADVISORS LLC is an SEC-registered investment adviser with $126 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

Website

indexfinancial.com

General information

Firm type

RIA

What is Index Financial Advisors?

Index Financial Advisors is a ria tracked on Altss.

What does Altss track for Index Financial Advisors?

Altss maintains an OSINT-verified profile of Index Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Index Financial Advisors's website?

Index Financial Advisors's public website is indexfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Index Financial Advisors?

Index Financial Advisors is classified by Altss as a RIA.

How does Altss source intelligence on Index Financial Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Index Financial Advisors's Altss profile last updated?

Index Financial Advisors's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.