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INDEXPERTS, LLC
CRD 314858 · SEC 801-121667
516 NORTH TRYON STREET, CHARLOTTE, NC, 28202, United States
Phone
(704) 554-8150
Fax
704-554-8350
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$100.9M
Discretionary AUM
$100.9M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $100.9M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD