INDEXPERTS, LLC
Total AUM
$100.9M
Employees
4Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
516 NORTH TRYON STREET
CHARLOTTE
NC 28202
United States
CHARLOTTE
NC 28202
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(704) 554-8150
Financials
Total AUM
$100.9M
Accounts
3Discretionary
$100.9M
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
3AUM
$100.9M
Services
Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NC
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.