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Index Financial Advisors LLC

EST. AUM
$125,604,909

CONTACTS

CLIENT ACCOUNTS
140

Firm Details

Metro area San Francisco
CRD Number 141036
Website
Client types

Overview

Index Financial Advisors LLC is an independent registered investment adviser providing investment advisory and personal financial-planning services. It primarily serves individuals and families, trusts, and estates in the San Francisco Bay Area. Its advisory process covers investment strategy, asset allocation, asset selection, portfolio monitoring, reporting, rebalancing, and annual strategy reviews. The firm follows a long-term passive investment philosophy and generally favors low-cost, diversified, index-based investments. It also advises clients on budgeting, debt management, tax planning, education planning, retirement, and estate planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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