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INDEX FUND ADVISORS, INC.

IRVINE, CA · CRD 109143 · IAPD ↗ · linkin.bio · 949-502-0050

$5.93BRegulatory AUM
30Advisory reps
50Employees
0Clients
More than 500Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2024 — INDEX FUND ADVISORS, INC. notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2024 — INDEX FUND ADVISORS, INC. grew from 26 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.