Shareen
Balkey
Index Fund Advisors, Inc
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About this Advisor
Shareen Balkey is a financial advisor based out of Irvine, California who has 6 years of relevant experience. Balkey is on the advisory team at Index Fund Advisors, Inc. Over the course of their career, Balkey has held roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions and Index Fund Advisors, Inc. Balkey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Index Fund Advisors, Inc is a registered investment firm that has its headquarters in Irvine, CA. The firm has a total of 50 advisors. It handles $4 billion in assets among its 6,756 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 50 charities and foundations. Of its 6,756 client accounts, 34% are held by high-net-worth investors who have more than $1 million in assets available to invest. Index Fund Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which service is provided. Fee types billed by Index Fund Advisors, Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Index Fund Advisors, Inc Brokerage Details
$4,353,562,326
50
6,756
$644,399
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
Shareen has been registered as a financial advisor for 6 years.*
Index Fund Advisors, Inc
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Index Fund Advisors, Inc
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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