INDEX FUND ADVISORS, INC.

19200 Von Karman Ave
Suite 150
Irvine, California 92612-6566
Tel: 949-502-0050

About INDEX FUND ADVISORS, INC.

INDEX FUND ADVISORS, INC, formally registered with the SEC as INDEX FUND ADVISORS, INC. The firm was established in 09/28/2000. They have over 1 offices throughout the country.

INDEX FUND ADVISORS, INC. is a Irvine, California based Financial Planning firm with nearly $4,954,888,558 assets under management, offering retirement planning & investment advisory services to 7193 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109143
SEC#	801-57978
Assets Managed by Firm	$4,954,888,558
No. of Clients	7193
No. of Advisors	55

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7193	$4,954,888,558
Individuals (other than high net worth individuals)	1455	$927,900,428
High net worth individuals	905	$3,598,143,753
Pension and profit sharing plans	9	$136,155,967
Charitable organizations	50	$292,688,410

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