Index Results (Livonia)

Name: Index Results
Address: 16311 Middlebelt, Livonia, MI, 48154
Telephone: 734-422-8040

Index Results is a large advisory firm based in Livonia. It manages $25 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Michigan.

Index Results provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Index Results: assets under management

The assets under management (AUM) of Index Results is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 213% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Index Results for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Index Results

Index Results is owned by Todd Anthony Nagler. William Merle Nagler joined the executive team most recently as the Dr..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Merle Nagler	Dr.	1 May 1977	Other	4907605
Todd Anthony Nagler	Owner	1 May 1977	75% - 100%	4912004

Based in Livonia

The principal office where Index Results performs its advisory services is located at 16311 Middlebelt, Livonia, MI 48154, 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 734-422-8040 or by fax 734-422-8588. The normal business hours are 10-6 on Monday - Friday. You can find more information about the New York firm at www.billnagler.com.