Index Management Solutions, LLC is an investment adviser to an investment company based in Philadelphia. It manages $23.48 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009.
Index Management Solutions provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Index Management Solutions, LLC is $23.48 million. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Index Management Solutions, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Index Management Solutions, LLC performs its advisory services is located at 2005 Market Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-575-0440 or by fax 215-854-8190. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at indexmgmtsolutions.com.