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INDEX TECHNOLOGIES GROUP LLC

NEW YORK, NY · CRD 327771 · IAPD ↗ · 212-466-6760

$178.3MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — INDEX TECHNOLOGIES GROUP LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
January 2026 — INDEX TECHNOLOGIES GROUP LLC reported RAUM up 75% ($105.0M -> $183.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — INDEX TECHNOLOGIES GROUP LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — INDEX TECHNOLOGIES GROUP LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — INDEX TECHNOLOGIES GROUP LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2025 — INDEX TECHNOLOGIES GROUP LLC reported RAUM up 266% ($28.7M -> $105.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — INDEX TECHNOLOGIES GROUP LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2024 — INDEX TECHNOLOGIES GROUP LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.