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Michael Charles Lederer

Investment adviser representative at Index Technologies Group LLC
10 yearsExperience
2 statesRegistered in
$178.3MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Index Technologies Group, LLCSep 2023 to now
  2. Quantum Portfolio Management, LLCJun 2023 to now
  3. Bloomberg, LPJan 2018 to May 2023
  4. LPL Financial, LLC dba Hamano & AssociatesJan 2016 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2015
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Index Technologies Group LLC

$178.3MAssets managed
40Clients
5Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6544652
Firm CRD
327771
Advisor's SEC record (opens in a new tab)
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