Index Fund Advisors, Inc.

Get Full Access

Description

  • Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience.IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets. IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 87 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques.
  • location

    Headquarters:19200 Von Karman Avenue Suite 150, Irvine, California, United States

    More
  • Index Fund Advisors, Inc. phone

    Phone Number: +1 949-502-0050

  • Index Fund Advisors, Inc. website

    Website: https://www.ifa.com

  • Index Fund Advisors, Inc. employees

    Employees:36

  • Index Fund Advisors, Inc. revenue

    Revenue:$10 - 50M

  • Index Fund Advisors, Inc. legal name

    Legal Name:Index Fund Advisors, Inc.

  • Index Fund Advisors, Inc.'s Social Media

    Index Fund Advisors, Inc. linkedin Index Fund Advisors, Inc. facebook Index Fund Advisors, Inc. twitter
  • done Is this data correct?
  • |  NAICS Code: 523930  |

    Show More
Person level website identification

Chief Operating Officer for Index Fund Advisors, Inc.

Wes Long

Chief Operating Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Wes Long

Chief Operating Officer

Mark Hebner

President

Jolene Edenshaw

Board Member

Venkat Yarlagadda

Vice President

Shareen Balkey

Director Of Retirement Services

Frequently Asked Questions regarding Index Fund Advisors, Inc.

  • Where are Index Fund Advisors, Inc.'s Headquarters?

    Index Fund Advisors, Inc.'s Headquarters are in 19200 Von Karman Avenue Suite 150,Irvine,California,United States

  • What is Index Fund Advisors, Inc.'s phone number?

    Index Fund Advisors, Inc.'s phone number is +1 949-502-0050

  • What is Index Fund Advisors, Inc.'s official website?

    Index Fund Advisors, Inc.'s official website is https://www.ifa.com

  • What is Index Fund Advisors, Inc.'s Revenue?

    Index Fund Advisors, Inc.'s revenue is $10 - 50M

  • What is Index Fund Advisors, Inc.'s NAICS code?

    Index Fund Advisors, Inc.'s NAICS code is 523930

  • How many employees are working in Index Fund Advisors, Inc.

    Index Fund Advisors, Inc. has 36 employees

  • What is Index Fund Advisors, Inc.'s Industry?

    Index Fund Advisors, Inc. is in the industry of Investment Management

  • Who is Index Fund Advisors, Inc.'s Chief Operating Officer?

    Index Fund Advisors, Inc.'s Chief Operating Officer is Wes Long

Company Directory