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HB

Henry J. Benton

INDEX TECHNOLOGIES GROUP
NEW YORK, NY 10022
CRD#: 8126856
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HB
Henry Joseph BentonINDEX TECHNOLOGIES GROUP

Professional summary

Henry Joseph Benton is a registered financial advisor currently at INDEX TECHNOLOGIES GROUP LLC located in New York, New York and QUANTUM PORTFOLIO MANAGEMENT, LLC located in New York, New York.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Henry has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Joseph Benton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 13, 2025 - Present

INDEX TECHNOLOGIES GROUP LLC

Office #1: 10 E. 53rd Street Suite 1400, New York, NY 10022
RIA
CRD#: 327771
NEW YORK, NY
Current

November 13, 2025 - Present

QUANTUM PORTFOLIO MANAGEMENT, LLC

Office #1: 10 E. 53rd Street Suite 1400, New York, NY 10022
RIA
CRD#: 326280
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QP
QUANTUM PORTFOLIO MANAGEMENT, LLC
CUSTOM INDEX SOLUTIONS, LLC | QUANTUM PORTFOLIO MANAGEMENT, LLC | QUANTUM PORTFOLIO MANAGEMENT | CUSTOM INDEX SYSTEMS, LLC

CRD#: 326280 / SEC#: 801-127936

RIA
Registered Investment Advisory firm - (5/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(11/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/13/2025
Uniform Investment Adviser Law Examination

Current Firm

QP
QUANTUM PORTFOLIO MANAGEMENT, LLC
CUSTOM INDEX SOLUTIONS, LLC | QUANTUM PORTFOLIO MANAGEMENT, LLC | QUANTUM PORTFOLIO MANAGEMENT | CUSTOM INDEX SYSTEMS, LLC

CRD#: 326280 / SEC#: 801-127936

RIA
Registered Investment Advisory firm - (5/9/2023 Approved)
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Contact information

Main Address
10 E. 53rd Street Suite 1400, New York, NY 10022
Mailing Address
Phone number
(212) 466-6760
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

QUANTUM PORTFOLIO MANAGEMENT ADV PART 2A BROCHURE (6/13/2025)
QUANTUM PORTFOLIO MANAGEMENT APPENDIX 1 (6/13/2025)

Regulatory assets under management

Total Number of Accounts267
AUM (Assets Under Management)$ 295,145,763

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUANTUM PORTFOLIO MANAGEMENT, LLC

CRD#: 326280New York, NY 10022

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