SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Index Technologies Group LLC
New York, NY
CRD 327771
Firm filing updated April 27, 2026 ·
- $178.3MAssets
- 6Advisory staff
- 171Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals22
- Individuals10
- Charities8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 10 | $3.4 million |
| High net worth individuals | 22 | $26.6 million |
| Charitable organizations | 8 | $147.6 million |
| Other investment advisors | Fewer than 5 clients | $698,239 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$178.3 million
- Accounts171
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 327771, SEC file 801-128809.
- Registered with the SEC as an investment advisor (status date on record: September 29, 2023).
Is Index Technologies Group LLC a fiduciary?
Short answer: Index Technologies Group LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.