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Index Portfolio Tools Advisors

Index Portfolio Tools Advisors. CRD 159434

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CRD: 159434

Index Portfolio Tools Advisors

Easton, MD
6502821482
$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Tiaa · Vanguard
Clients
Retail
Platforms
Peak foundationZenith capital +more
Established Date
11-14-2011
Office Locations
1

Office Locations

-- Easton MD

About Index Portfolio Tools Advisors

Index Portfolio Tools Advisors (IFA.com) is a wealth advisory firm centered on passive, rules-based index investing. Prospects complete a risk capacity survey and receive a matched evidence-based index portfolio, with an advisor follow-up to open and manage accounts. The firm emphasizes index funds and ETFs and publishes investor education, including the award-winning “Index Funds” book and an eMoney client portal.

Team overview

-- AVG AGE
$9.4M AVG AUM / ADVISOR
$553.0K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

See the complete signal summary connected to optima.
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Asset Classes

Bridge eagle Foundation vital Momentum Unison Foundation fusion Alpha Wave Pioneer Oak pathway

Client Personas

Unison oak Eagle eagle

Custodian

Capital Fusion Bridge peak Zenith Foundation Ridge Unison foundation Capital Vital element Capital Bridge prime Pathway Alpha Beacon catalyst Meridian vertex Frontier Delta Beacon

Fund Managers

Vertex Vital Horizon beacon

Investment Themes

North zenith Quantum foundation Vital Timber Oak zenith Oak Crest foundation North delta

Investment Vehicles

Fusion matrix Focus crest Atlas signal

Platform

Frontier Alpha quantum

Services

Unison crest Focus ridge Foundation Meridian crest North bridge Beacon frontier Unison Prime Atlas Legacy Value peak Timber North Glacier atlas

Technology

Signal Ember Momentum Vital oak Ridge legacy

Owner & Executives

T

THOMAS RONALD CAMPI JR.

Chief Investment Officer, Operations Manager

CRD
#4272965
Ownership
75% or more
(452) 555-5719
foundation.matrix@primecapital.com
in linkedin.com/in/pioneer-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $9,400,454 --
Non-Discretionary $0 --
Total $9,400,454 --

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Separately Managed Accounts

Total SMA Asset: $9,400,454

$9.4M Total SMA
Public Funds:
29.7%
Equity - Exchange:
10.2%
Cash:
41.0%
Municipal Bonds:
19.1%
Asset class Assets Assets %
Public Funds $1,499,175,351 29.7%
Equity - Exchange $514,868,302 10.2%
Cash $2,069,568,667 41.0%
Municipal Bonds $964,116,135 19.1%
Total $5,047,728,455 100.0%

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