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Gordon Leroy Shuler

Index Fund Advisors, Inc.

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About Gordon Leroy Shuler

Gordon Leroy Shuler is a registered Investment Advisor Representative with Index Fund Advisors, Inc., working out of their Irvine, CA office. Gordon has been registered as an Investment Advisor Representative since November 12, 2003 and has previously worked at Roth Capital Partners, LLC, South Coast Financial Securities, Inc., and Presidential Brokerage, Inc. Gordon holds Series 7, 63, and 65 licenses. Gordon specializes in financial planning, pension consulting, and portfolio management.

Firm Information

Gordon Shuler 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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Gordon Shuler’s Registration & Firm History

CA

01/02/2004 - Present

Index Fund Advisors, Inc. (IRVINE CA)

CA

02/22/1999 - 05/29/2001

ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)

CA

02/23/1994 - 02/22/1999

SOUTH COAST FINANCIAL SECURITIES, INC. (IRVINE CA)

TX

04/06/1992 - 02/15/1994

PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 07/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gordon Leroy Shuler.
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