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Building 2INDEX MANAGEMENT SOLUTIONS, LLC

Map pinPHILADELPHIA, PA
Phone215-575-0440
NotebookSEC #801-70930
Total AUM
$23.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2005 MARKET STREET
SUITE 2020
PHILADELPHIA
PA 19103
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
215-575-0440

ReceiptFinancials

Total AUM
$23.5M
Accounts
5
Discretionary
$17.6M
Accounts
4
Non-Discretionary
$5.8M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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