Tyler
Vasquez

Index Fund Advisors, Inc

CRD#7260149
Investment Advisor
in Irvine, CA

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About this Advisor

Tyler Vasquez is a financial advisor based in Irvine, California, working with Index Fund Advisors, Inc. Tyler has previously held positions at Jp Morgan Securities, LLC, Brigham Young University, J.P. Morgan Securities LLC, Vivint Smart Home, Pracinco LLC, Vizion, and Index Fund Advisors. Tyler has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Tyler 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

19200 Von Karman Ave Suite 150
Irvine, CA 92612-6566

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Index Fund Advisors, Inc Brokerage Details

Total Assets Under Management

$4,954,888,558

CA Average: $7,578,581,321
Total Number of Employees

55

CA Average: 43
Total Number of Accounts

7,193

CA Average: 3,727
Average Account Size

$688,849

CA Average: $2,033,427

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

Tyler Vasquez Work History

2022 - Present (2 years)

Index Fund Advisors

2022 - 2022 (< 1 year)

Index Fund Advisors

2020 - 2022 (2 years)

Jp Morgan Securities, LLC

2019 - 2020 (1 year)

Brigham Young University

2019 - 2019 (< 1 year)

J.P. Morgan Securities LLC

2019 - 2019 (< 1 year)

Pracinco LLC

2016 - 2017 (1 year)

Vivint Smart Home

2016 - 2020 (4 years)

Brigham Young University

2013 - 2014 (1 year)

Vizion

Disclosures

Please visit the SEC profile of Tyler Vasquez 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

Jeffrey Sims
Irvine, CA
Neal Rutter
Irvine, CA
Tyler Vasquez
Irvine, CA
Shareen Balkey
Irvine, CA
Mark Higgins
Portland, OR
Anne Page
Irvine, CA
Venkat Yarlagadda
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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