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Building 2INDEX TECHNOLOGIES GROUP LLC

Map pinNEW YORK, NY
Phone212-466-6760
NotebookSEC #801-128809
Total AUM
$178.3M
Employees
7
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 E. 53RD STREET
SUITE 1400
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-466-6760
Other Offices
2

ReceiptFinancials

Total AUM
$178.3M
Accounts
171
Discretionary
$178.3M
Accounts
171
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$3.4M
HNW Individual Clients
22
AUM
$26.6M
Charitable Organization Clients
8
AUM
$147.6M
Investment Advisor Clients
1
AUM
$698.2K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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