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Daniel Chong

Index Fund Advisors, Inc.

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About Daniel Chong

Daniel Chong is a financial advisor with over 8 years of experience in the industry. Daniel is registered with Index Fund Advisors, Inc. and holds the Series 6, Series 63, Series 65, and SIE licenses. Daniel is a Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Daniel also provides portfolio management for pooled investment vehicles, and has experience with investment companies and charitable organizations. Prior to joining Index Fund Advisors, Inc., Daniel was employed by National Planning Corporation.

Firm Information

Daniel Chong is currently registered with Index Fund Advisors, Inc.. Index Fund Advisors, Inc. is an investment advisory firm based in Irvine, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and other investment advisers. As of 2023, the firm manages approximately $4.95 billion in assets for 7,193 accounts.
Index Fund Advisors, Inc.

19200 VON KARMAN AVE

IRVINE, CA 92612-6566

$4.95B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Chong’s Registration & Firm History

CA

01/28/2016 - Present

Index Fund Advisors, Inc. (IRVINE CA)

CA

06/13/2007 - 12/31/2015

NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)

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Licenses & Designations

IA

Issued 07/30/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Chong.
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