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Building 23 FACTOR INDEXING, LLC

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Phone650-387-0055
NotebookSEC #801-110926
Total AUM
$193.2M
Employees
4
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
650-387-0055

ReceiptFinancials

Total AUM
$193.2M
Accounts
174
Discretionary
$190.4M
Accounts
170
Non-Discretionary
$2.8M
Accounts
4

ContactClients

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Individual Clients
8
AUM
$3.5M
HNW Individual Clients
40
AUM
$189.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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