Co-Chf Compliance, Mkting and Advertising · Index Fund Advisors, Inc.
Trevor A. Kensey
CRD 7093345 · 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 Trevor A. Kensey on its Form ADV as Co-Chf Compliance, Mkting and Advertising, a control person.
Firms and roles
- Index Fund Advisors, Inc.Co-Chf Compliance, Mkting and AdvertisingWealth manager · Irvine, CA · $5.9B in regulatory assets
AtlasMembers
Trevor’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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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.
- Michelle L. OjedaCo-Chief Compliance Officer, 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 Trevor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.