INDEX FUND ADVISORS, INC.
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 109143
- Registered since
- September 28, 2000
- Website
- www.ifa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.42%
- Individuals15.02%
- Charitable Organizations8.11%
- Pension & Profit Sharing Plans3.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Index Fund Advisors, Inc. is an independent registered investment adviser founded in 2000 that serves individual and family clients as well as institutional accounts. The firm charges both a percentage-of-AUM fee and fixed fees, and offers financial planning, portfolio management for individuals and small businesses, pension consulting, and educational programming including publications and seminars. It reports activity as an active ESG investor and lists accounting among its business activities. Index Fund Advisors has appeared on industry lists such as CNBC’s Top 100 Financial Advisory Firms (multiple years) and was named a Top RIA Firm by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Other12%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4CYNTHIA MASON
Chief Financial OfficerCRD 4803557
MARK HEBNER
Founder and CEOCRD 4371910
MICHELLE OJEDA
Co-Chief Compliance OfficerCRD 4723750
Contacts
3 of 16SHAREEN BALKEY
Director of Retirement ServicesCRD 2197481
VENKAT YARLAGADDA
Vice President, Wealth AdvisorCRD 5333470
DERICK KANN
Senior Vice-President, Wealth AdvisorCRD 2980359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$2.2B in ETFs
8%
$174M
92%
$2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US SMALL CAP ETF (DFAS) | Dimensional | Active | Small Blend | $420M | 5,900,990 | 19.50% |
Location
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 19200 Von Karman Ave
- Time zone
- PT (UTC-8)
- Office locations
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