Zaloguj Zarejestruj się zadarmo

Index Street Advisors, Inc. (Corona Del Mar)


Index Street Advisors, Inc. is a large advisory firm based in Corona Del Mar. It manages $60 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

Logo

Index Street Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Index Street Advisors: assets under management

The assets under management (AUM) of Index Street Advisors, Inc. is $60 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Index Street Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Corona Del Mar

The principal office where Index Street Advisors, Inc. performs its advisory services is located at 3708 Ocean Blvd, Corona Del Mar, CA 92625 The mailing address of the firm is 3334 E Coast Hwy, Corona Del Mar, CA 92625. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-929-8937 or by fax 949-209-2055. The normal business hours are by appointment only on Other. You can find more information about the New York firm at www.indexstreet.com.


Registered investment advisers similar to Index Street Advisors, Inc.