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| Keyboard |
| Index Fund Advisors Inc
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|---|---|
| CRD # | 109143 |
| SEC # | 801-57978 |
| CIK # | 0001665097 |
| AUM | 5,929.7 M (2026-03-25) |
| 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 ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 0.0 | ||
| Glacier Bancorp Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,186 | 0.9 |
| (b) Individuals (high net worth individuals) | 909 | 4.4 |
| (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 | 12 | 0.2 |
| (h) Charitable organizations | 52 | 0.5 |
| (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 | 6,664 | 5.9 |
| By Discretionary | ||
| Discretionary | 6,664 | 5.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,664 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 6,664 | 5.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001665097] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Serves | Institutional, Retail, Research |
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