INDEXPERTS, LLC

CHARLOTTE, North Carolina·3 registered advisors·CRD# 314858
SEC# 801-1216670(704) 554-8150
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at INDEXPERTS, LLC

3 registered advisors
David Lee Hunt
CHARLOTTE, North Carolina
Oliver Andreas Bergmann
CHARLOTTE, North Carolina
Stephen Linden Thomas
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. INDEXPERTS, LLC (CRD# 314858) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.