Index Fund Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Index Fund Advisors Inc
CRD #109143
SEC #801-57978
CIK #0001665097
AUM $5.0 BB (2024-03-27)
Employees 50 (52% Investors, 0% Brokers)
Phone949-502-0050
Address19200 von Karman Ave
Irvine, CA 92612-6566
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
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 ($MM)
19001520114076038002022202320242025
AUM Breakdown Accounts AUM ($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
13F-HR [0001665097]
Comparable Firms State AUM ($BB)
Richard Bernstein Advisors LLC
NY 5.2
Sendero Wealth Management LLC
TX 5.2
Geneos Wealth Management Inc
CO 5.2
Fort Pitt Capital Group LLC
PA 5.2
Andersen Tax LLC
VA 5.0
Osaic Advisory Services LLC
GA 4.9
Robertson Stephens Wealth Management LLC
CA 4.9
Signature Investment Advisors LLC
CA 4.9
Ethic Inc
NY 4.9
Dynamic Advisor Solutions LLC
AZ 4.8
Terms | Privacy | Guide
tony@aum13f.com