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INDEX FUND ADVISORS, INC.
CRD 109143 · SEC 801-57978
19200 VON KARMAN AVE, SUITE 150, IRVINE, CA, 92612-6566, United States
Phone
949-502-0050
Fax
949-502-0048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.93B
Discretionary AUM
$5.93B
Team
50 total employees; 30 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1186 | $890.6M |
| High net worth individuals | 909 | $4.35B |
| Pension/profit sharing plans | 12 | $205.1M |
| Charitable organizations | 52 | $480.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- http://harrymarkowitzinterviews.com
- http://gerardoreillyinterviews.com/
- https://www.linkedin.com/company/investing-for-catholics/
- https://galtonboard.com/
- HTTP://www.markhebner.com
- https://ifainstitutional.com
- https://X.com/mark_hebner
- http://davidboothinterviews.com
- http://scottbosworthinterviews.com
- http://markhebnerinterviews.com
- http://eugenefamainterviews.com
- http://westonwellingtoninterviews.com
- HTTPS://WWW.YOUTUBE.COM/USER/INDEXFUNDSADVISORS
- http://kennethfrenchinterviews.com/
- https://www.instagram.com/indexfundadvisors/
- HTTP://www.youtube.com/user/CatholicInvesting
- HTTP://WWW.IFA.COM
- HTTP://X.COM/IFADOTCOM
- HTTP://www.linkedin.com/company/ifa-taxes-llc
- HTTP://WWW.LINKEDIN.COM/COMPANY/INDEX-FUNDS-ADVISORS-INC-/
- HTTP://WWW.FACEBOOK.COM/IFADOTCOM
- HTTP://WWW.INVESTINGFORCATHOLICS.COM
- https://www.facebook.com/profile.php?id=100063487446260
- https://linkin.bio/indexfundadvisors
Official SEC filing: View on IAPD