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Indexedge Investment Consulting, L.L.C. (New Orleans)


Indexedge Investment Consulting, L.L.C. is an adviser based in New Orleans. It manages $1.77 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2008.

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Indexedge Investment Consulting, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Indexedge Investment Consulting, L.L.C: assets under management

The assets under management (AUM) of Indexedge Investment Consulting, L.L.C. is $1.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $147.87 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Indexedge Investment Consulting, L.L.C. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Alex Charles Smith President 1 Oct 1999 25% - 50% 4734847
Kim E. Smith Member 1 Oct 1999 25% - 50% 5063076
Jeffrey Serra President 1 Oct 2001 75% - 100% 1690742

Based in New Orleans

The principal office where Indexedge Investment Consulting, L.L.C. performs its advisory services is located at 650 Poydras Street, New Orleans, LA 70130, 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 504-299-3419 or by fax 504-299-3411. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.indexedge.com.


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