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Index Fund Advisors Inc
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CRD # | 109143 |
SEC # | 801-57978 |
CIK # | 0001665097 |
AUM | $5.0 BB (2024-03-27) |
Employees | 50 (52% Investors, 0% Brokers) |
Phone | 949-502-0050 |
Address | 19200 von Karman Ave Irvine, CA 92612-6566 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 13.4 | |
SHO | 2,174.0 | 3.6 | |
AMZN | 1,092,997.8 | 2.9 | |
MSFT | 1,918,222.4 | 2.8 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,566 | 0.9 |
(b) Individuals (high net worth individuals) | 826 | 3.1 |
(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 | 9 | 0.1 |
(h) Charitable organizations | 50 | 0.2 |
(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 | 6,756 | 4.4 |
By Discretionary | ||
Discretionary | 6,756 | 4.4 |
Non-Discretionary | 0 | 0.0 |
Total | 6,756 | 4.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 4.3 | |
Total | 6,756 | 4.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001665097] |
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Richard Bernstein Advisors LLC
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|
NY | 5.2 |
Sendero Wealth Management LLC
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TX | 5.2 |
Geneos Wealth Management Inc
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CO | 5.2 |
Fort Pitt Capital Group LLC
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PA | 5.2 |
Andersen Tax LLC
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VA | 5.0 |
Osaic Advisory Services LLC
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GA | 4.9 |
Robertson Stephens Wealth Management LLC
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CA | 4.9 |
Signature Investment Advisors LLC
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CA | 4.9 |
Ethic Inc
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NY | 4.9 |
Dynamic Advisor Solutions LLC
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AZ | 4.8 |