Indexperts, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 314858
- Registered since
- July 6, 2021
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Indexperts, LLC is a limited liability company registered with the SEC in 2021 that operates as an institutional registered investment adviser. The firm serves an institutional client base, charging fees as a percentage of assets under management, and lists portfolio management for investment companies as a primary advisory activity. It identifies as neither an active ESG investor nor a multistate or pension consultant adviser, and it does not act as a capital allocator or as part of a related-adviser group. Industry affiliations include relationships with a broker-dealer and with another investment adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Brandon Mcpherson
Portfolio ManagerCRD 7193666

Alexander Hill
Registered RepresentativeCRD 5961588

David Smith
Operations ManagerCRD 2246779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 516 N Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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