Michelle Ojeda is a control person of Index Fund Advisors and directly owns under 5% of it.
Index Fund Advisors is an investment adviser based in Irvine, CA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $5.93 billion, as filed on 25 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4723750
- Firm
- Index Fund Advisors · CRD 109143
- Role
- Co-Chief Compliance Officer
- In role since
- July 2019 · 7 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Irvine, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Michelle Ojeda work?
Michelle Ojeda has been Co-Chief Compliance Officer of Index Fund Advisors, Inc. since July 2019, and is a control person of the firm.
How can I verify Michelle Ojeda’s record?
Michelle Ojeda’s role is listed on Index Fund Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 109143.
