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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian pathway
- Established Date
- 07-19-2004
- Office Locations
- 1
Office Locations
About Index Gurus, Inc.
Index Gurus, Inc. is a SF Bay Area fee-only, fiduciary RIA serving individuals, families and business owners, with an emphasis on high-net-worth households and retirees. The firm builds and continuously adjusts actively managed portfolios and pairs them with retirement income planning (including Social Security optimization), tax-smart strategies, and guidance around estate and charitable planning. Founded in 2004 by CFP/ChFC Faruk Jaffer.
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Owner & Executives
FARUK S JAFFER
Investment Advisor Representative, President
- CRD
- #4458443
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,854,398 | -- |
| Total | $50,854,398 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,854,398
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,929,153,496 | 49.1% |
| Equity - OTC | $2,028,334,396 | 34.0% |
| Other | $1,008,201,509 | 16.9% |
| Total | $5,965,689,401 | 100.0% |