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Index Fund Advisors, Inc. CRD 109143
$5.93B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-09 |
Branch Locations
19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jmb Financial Managers Inc | Irvine | CA | 04/2004 | 09/2018 |
| Cetera Advisors Llc | Denver | CO | 06/2014 | 09/2018 |
| Index Fund Advisors | Irvine | CA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-05 |
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