$125.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-2006
- Office Locations
- 1
Office Locations
-- Healdsburg CA
About Index Financial Advisors LLC
Index Financial Advisors LLC is a Healdsburg-based RIA. The firm has been operating for 19 years. Managing $125.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
66 AVG AGE
$125.6M AVG AUM / ADVISOR
$5.5M AVG AUM / CLIENT
19.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RAYMOND PAUL GADBOIS
Managing Member, Principal
- CRD
- #5167530
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $125,604,909 | -- |
| Total | $125,604,909 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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