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Index Gurus, Inc.

Index Gurus, Inc.. CRD 131014

Index Gurus, Inc. logo

CRD: 131014

Index Gurus, Inc.

Concord, CA
9253541090
$50.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Meridian pathway
Established Date
07-19-2004
Office Locations
1

Office Locations

-- Concord CA

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.

Team overview

-- AVG AGE
$50.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Atlas catalyst Harbor oak Value Eagle Atlas vital

Client Personas

Ember Vital

Custodian

Crest Oak insight Capital

Investment Themes

Bridge Alpha Insight Catalyst Ember Zenith

Investment Vehicles

Fusion

Platform

Frontier Ember

Services

Summit Capital value Vertex Ember vertex Vital value Matrix Signal Ridge fusion Element Horizon eagle

Technology

Focus

Owner & Executives

FARUK S JAFFER

FARUK S JAFFER

Investment Advisor Representative, President

CRD
#4458443
Ownership
75% or more
(239) 941-9381
vital.matrix@legacycapital.com
in linkedin.com/in/ember-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$50.9M Total SMA
Equity - Exchange:
49.1%
Equity - OTC:
34.0%
Other:
16.9%
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%

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