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Building 2INDEX FUND ADVISORS, INC.

Map pinIRVINE, CA
Phone949-502-0050
NotebookSEC #801-57978
Total AUM
$5.9B
Employees
50
Clients
2,159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19200 VON KARMAN AVE
SUITE 150
IRVINE
CA 92612-6566
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
949-502-0050

ReceiptFinancials

Total AUM
$5.9B
Accounts
6,664
Discretionary
$5.9B
Accounts
6,664
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,186
AUM
$890.6M
HNW Individual Clients
909
AUM
$4.4B
Pension/Profit Sharing Plan Clients
12
AUM
$205.1M
Charitable Organization Clients
52
AUM
$480.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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