Co-Chief Compliance Officer · Index Fund Advisors, Inc.
Michelle L. Ojeda
CRD 4723750 · Named on Form ADV at one SEC-registered adviser
At a glance
Index Fund Advisors, Inc., an SEC-registered wealth manager based in Irvine, CA with $5.9 billion in regulatory assets, lists Michelle L. Ojeda on its Form ADV as Co-Chief Compliance Officer, a control person.
Firms and roles
- Index Fund Advisors, Inc.Co-Chief Compliance OfficerWealth manager · Irvine, CA · $5.9B in regulatory assets
AtlasMembers
Michelle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Mark T. HebnerChief Executive Officer, Index Fund Advisors, Inc.
- Cynthia L. MasonChief Financial Officer, Index Fund Advisors, Inc.
- Trevor A. KenseyCo-Chf Compliance, Mkting and Advertising, Index Fund Advisors, Inc.
- Wesley R. LongPresident, Index Fund Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.