Index Fund Advisors, Inc.
Index Fund Advisors, Inc. (CRD# 109143) is a financial advisory firm headquartered in Irvine, CA. They manage $4,353,562,326 in 6,756 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management4,354MILLION
-
Total Number of Accounts6,756ACCOUNTS
-
Average Account Value$644,399
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Shareen Balkey (CRD# 2197481) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 25 years of experience in the finance industry.
Mary Brunson (CRD# 5327459) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 16 years of experience in the finance industry.
Daniel Chong (CRD# 5127743) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 16 years of experience in the finance industry.
Denise Delaney (CRD# 1800794) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 36 years of experience in the finance industry.
Mark Hebner (CRD# 4371910) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has 1 year of experience in the finance industry.
Derick Kann (CRD# 2980359) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 26 years of experience in the finance industry.
Wesley Long (CRD# 2050442) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 33 years of experience in the finance industry.
Anne Page (CRD# 5562335) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 12 years of experience in the finance industry.
Bridget Quijada (CRD# 3245060) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 19 years of experience in the finance industry.
Neal Rutter (CRD# 5558979) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 15 years of experience in the finance industry.