Shareen
Balkey
Index Fund Advisors, Inc
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About this Advisor
Shareen Balkey is a financial advisor based in Irvine, California, working with Index Fund Advisors, Inc. Shareen has previously held positions at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Index Fund Advisors, Inc. Shareen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Shareen is part of Index Fund Advisors, Inc, which operates out of Irvine, California. The firm has 55 employees and manages assets totaling $5.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Index Fund Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Index Fund Advisors, Inc Brokerage Details
$4,954,888,558
55
7,193
$688,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shareen Balkey Work History
Index Fund Advisors, Inc
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
Disclosures
Please visit the SEC profile of Shareen Balkey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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