Index Fund Advisors is an investment advisor in Irvine with $4.35 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463096907
SEC advisor number
801-57978
FINRA CRD number
109143
AUM ?
$4.95 bn
(as of 27 Mar 24)
Accounts
7,193
(as of 27 Mar 24)
Employees
55
(32 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 May 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22