Mary
Brunson

Index Fund Advisors, Inc

CRD#5327459
Investment Advisor
in Irvine, CA

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About this Advisor

Mary Brunson is a financial advisor who works in Irvine, California, with 16 years of relevant experience. Brunson is an advisor for Index Fund Advisors, Inc. They have been with Index Fund Advisors, Inc for their entire career. Brunson has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California, Louisiana and Texas. Index Fund Advisors, Inc is a registered investment company operating out of Irvine, CA. The company has a total of 50 people on staff. It has $4 billion in assets under management among its 6,756 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 50 charities and foundations. Of its 6,756 accounts, 34% are held by high-net-worth individuals who have more than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees for financial management largely are based on the financial services provided. Fees charged by Index Fund Advisors, Inc most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

19200 Von Karman Ave Suite 150
Irvine, CA 92612

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Index Fund Advisors, Inc Brokerage Details

Total Assets Under Management

$4,353,562,326

CA Average: $7,578,581,321
Total Number of Employees

50

CA Average: 43
Total Number of Accounts

6,756

CA Average: 3,727
Average Account Size

$644,399

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Mary Brunson Work History

Mary has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Index Fund Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mary Brunson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Index Fund Advisors, Inc

Neal Rutter
Irvine, CA
Shareen Balkey
Irvine, CA
Jeffrey Sims
Irvine, CA
Tyler Vasquez
Irvine, CA
Anne Page
Irvine, CA
Venkat Yarlagadda
Irvine, CA
Daniel Chong
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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