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INDEX PORTFOLIO ADVISORS, LLC
CRD 171324
759 SW FEDERAL HIGHWAY, SUITE 315, STUART, FL, 34994, United States
Phone
772-220-1100
Fax
772-220-1106
Registration
— (—)
Source
State registered
Total AUM
$13.2M
Discretionary AUM
$13.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $13.2M |
All web addresses on file
Official SEC filing: View on IAPD