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| Index Fund Advisors Inc
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|
|---|---|
| CRD # | 109143 |
| SEC # | 801-57978 |
| CIK # | 0001665097 |
| AUM | $4.4 BB (2023-03-29) |
| Employees | 50 (52% Investors, 0% Brokers) |
| Phone | 949-502-0050 |
| Address | 19200 von Karman Ave Irvine, CA 92612-6566 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 9.9 | |
| SHO | 2,174.0 | 3.4 | |
| MSFT | 1,918,222.4 | 1.4 | |
| AMZN | 1,092,997.8 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 - 2023 |
|---|---|---|
| 13F-HR | [0001665097] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Compagnie de Banque Privee Quilvest Sa
✚
|
4.5 | |
|
Zhang Financial LLC
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|
MI | 4.5 |
|
Shuster Advisory Group LLC
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|
CA | 4.4 |
|
Fort Pitt Capital Group LLC
✚
|
PA | 4.3 |
|
F L Putnam Investment Management Co
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MA | 4.3 |
|
Pension Consultants Inc
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MO | 4.3 |
|
Linscomb & Williams Inc
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TX | 4.3 |
|
Andersen Tax LLC
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|
VA | 4.2 |
|
Annex Advisory Services LLC
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|
WI | 4.2 |
|
NorthRock Partners LLC
✚
|
MN | 4.2 |