Index Funds Advisors, Inc. (Irvine)

Name: Index Funds Advisors, Inc.
Address: 19200 Von Karman Ave, Irvine, CA, 92612 6566
Telephone: 949-502-0050

Index Funds Advisors, Inc. is a large advisory firm based in Irvine. It manages $1.73 billion of regulatory assets for 4,534 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Index Funds Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Index Funds Advisors: assets under management

The assets under management (AUM) of Index Funds Advisors, Inc. is $1.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4843% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.73 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $381.56 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Index Funds Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Index Funds Advisors, Inc.

Mark Thomas Hebner has been acting as President since 1 Mar 1999. Kathryn Anne Blair joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Thomas Hebner	President	1 Mar 1999	75% - 100%	4371910
David George Mertz	Chief compliance officer	1 Jun 2007	Other	1175580
Cynthia Lynn Mason	Chief financial officer	1 Dec 2008	Other	4803557
Benjamin Louis Brinkerhoff	Chief operating officer	1 Jun 2009	Other	5401347
Cynthia Lynn Mason	Chief financial officer/chief compliance officer	1 Oct 2009	Other	4803557
Urban Walter Adams	Director of operations	1 Jan 2011	Other	3213291
Kathryn Anne Blair	Chief compliance officer	1 Nov 2011	Other	1993962

Based in Irvine

The principal office where Index Funds Advisors, Inc. performs its advisory services is located at 19200 Von Karman Ave, Irvine, CA 92612 6566, which is also the mailing address of the firm. An additional office of the firm is in Fitchburg, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-502-0050 or by fax 949-502-0048. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ifa.tv.