INDEX FINANCIAL ADVISORS LLC

INDEX FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 141036). Regulatory assets under management: $125.6M.

Registration

• CRD: 141036
• SEC file number: 801-136744
• Type: Registered investment adviser
• Phone: 510-910-8720
• Latest filing: 2026-08-05
• Regulatory AUM: $125.6M
• Non-discretionary AUM: $125.6M
• Clients: 1
• Accounts: 140

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141036 on SEC IAPD (source of record)
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