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Indices Pac Research Corp. (Montvale)


Indices Pac Research Corp. is an adviser based in Montvale. It manages $2.21 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New Jersey.

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Indices Pac Research Corp provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Indices Pac Research Corp: assets under management

The assets under management (AUM) of Indices Pac Research Corp. is $2.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Indices Pac Research Corp. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Montvale

The principal office where Indices Pac Research Corp. performs its advisory services is located at 50 Chestnut Ridge Road, Montvale, NJ 07645, 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 201-307-8770 or by fax 201-307-5777. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at iprnj.com.


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