Index Fund Advisors, Inc.

Overview

Index Fund Advisors, Inc. is an SEC registered investment adviser based in Irvine, CA, registered since 1999. It reports $5.9B in assets under management across 6,664 accounts, with 50 employees. It has 17 investment adviser representatives.

Reported AUM

$5.9B

Discretionary

100%

Accounts

6,664

Average account

$89K

Employees

50

Advisory reps

17

Registered since

1999

Jurisdictions

52

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Mark Thomas Hebner Chief Executive Officer CRD 4371910
• Wesley Robert Long President CRD 2050442
• Cynthia Lynn Mason Chief Financial Officer CRD 4803557

2 more executive officers, with direct contact details

Advisory reps 3 of 17

• Shareen Marie Balkey Investment Adviser Rep CRD 2197481
• Elizabeth Marie Brunson Investment Adviser Rep CRD 8082399
• Mary Elizabeth Brunson Investment Adviser Rep CRD 5327459

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

19200 Von Karman Ave Ste 150
Irvine, CA 92612

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: harrymarkowitzinterviews.com

Every state, with registration dates

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