INDEX INVESTMENTS LLC

EAGLEVILLE, Pennsylvania·2 registered advisors·CRD# 122708
SEC# 801-614640610-666-8426
01

Firm Overview

AUM
$7M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at INDEX INVESTMENTS LLC

2 registered advisors
Clifford Alan Goldstein
EAGLEVILLE, Pennsylvania
Gadi Israel Beer
EAGLEVILLE, Pennsylvania
05

Office Locations

EAGLEVILLE, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. INDEX INVESTMENTS LLC (CRD# 122708) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.