Mark T. Hebner
INDEX FUND ADVISORS | CEO/Founder
IRVINE, CA 92612
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CRD#: 4371910
Professional summary
Mark Thomas Hebner is a registered financial advisor currently at INDEX FUND ADVISORS, INC. located in Irvine, California.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mark has worked at 1 firm .
Question & Answer
What are your service offerings?
Trust & estate planning
Institutional consulting
Financial planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Thomas Hebner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 27, 1999 - Present
INDEX FUND ADVISORS, INC.
Office #1: 19200 Von Karman Ave Suite 150, Irvine, CA 92612RIA
CRD#: 109143
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INDEX FUND ADVISORS, INC.
IFA PUBLISHING, INC. | INVESTING FOR CATHOLICS | INDEXFUNDS.COM | INDEX FUNDS, INC. | INDEX FUNDS ADVISORS, INC. | INDEX FUND ADVISORS, INC.
CRD#: 109143 / SEC#: 801-57978
RIA
Registered Investment Advisory firm - (9/28/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/27/1999)
IAR
Louisiana(8/23/2006)
IAR
Texas(9/25/2003)
Exams
Current Firm
IF
INDEX FUND ADVISORS, INC.
IFA PUBLISHING, INC. | INVESTING FOR CATHOLICS | INDEXFUNDS.COM | INDEX FUNDS, INC. | INDEX FUNDS ADVISORS, INC. | INDEX FUND ADVISORS, INC.
CRD#: 109143 / SEC#: 801-57978
RIA
Registered Investment Advisory firm - (9/28/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566
Mailing Address
Phone number
(949) 502-0050
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,146 |
| AUM (Assets Under Management) | $ 5,329,171,931 |
Red Flags
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Company Information
INDEX FUND ADVISORS, INC.
CEO/FounderCRD#: 109143Irvine, CA 92612TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
