Venkat
Yarlagadda
Index Fund Advisors, Inc
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About this Advisor
Venkat Yarlagadda is a financial advisor working in Irvine, California, with a total of 15 years of industry experience. Yarlagadda currently works for Index Fund Advisors, Inc. They have worked at Index Fund Advisors, Inc for the entirety of their career. Yarlagadda holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in California, Louisiana, Texas and Washington. Index Fund Advisors, Inc is a financial advisory business that has its headquarters in Irvine, CA. It has a total of 50 employees. It controls $4 billion in assets among its 6,756 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 50 charities and foundations. Of its 6,756 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has 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. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types charged by Index Fund Advisors, Inc can be comprised of any 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
Venkat Yarlagadda Work History
Venkat has been registered as a financial advisor for 15 years.*
Index Fund Advisors, Inc
*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 Venkat Yarlagadda 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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