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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Index Fund Advisors Inc
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|---|---|
| CRD # | 109143 |
| SEC # | 801-57978 |
| CIK # | 0001665097 |
| AUM | $5.3 B (2025-03-19) |
| Employees | 50 (60% Investors, 0% Brokers) |
| Phone | 949-502-0050 |
| Address | 19200 von Karman Ave Irvine, CA 92612-6566 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 10.7 | ||
| Amazon Com Inc | 5.0 | ||
| Nvidia Corp | 4.7 | ||
| Microsoft Corp | 3.5 | ||
| Facebook Inc | 3.4 | ||
| Apple Inc | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,405 | 0.9 |
| (b) Individuals (high net worth individuals) | 931 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.2 |
| (h) Charitable organizations | 53 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,146 | 5.3 |
| By Discretionary | ||
| Discretionary | 7,146 | 5.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,146 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 7,146 | 5.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665097] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sigma Planning Corporation
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|
MI | 5.7 |
|
Geneos Wealth Management Inc
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|
CO | 5.6 |
|
Frontier Asset Management LLC
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|
WY | 5.3 |
|
Dynamic Advisor Solutions LLC
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|
AZ | 5.3 |
|
Level Four Advisory Services LLC
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|
TX | 5.3 |
|
Asset Strategy Consultants LLC
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|
MD | 5.2 |
|
Todd Asset Management LLC
✚
|
KY | 5.1 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 5.1 |
|
SVB Wealth LLC
✚
|
MA | 5.0 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.0 |