Mary
Brunson
Index Fund Advisors, Inc
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About this Advisor
Mary Brunson is a financial advisor based in Irvine, California, working with Index Fund Advisors, Inc. Mary has previously held a position at Index Fund Advisors, Inc. Mary has passed the Series 65 regulatory exam and is registered to provide services in California, Louisiana, and Texas. Currently, Mary is part of Index Fund Advisors, Inc, which operates out of Irvine, California. The firm has 55 employees and manages assets totaling $5.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Index Fund Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Index Fund Advisors, Inc Brokerage Details
$4,954,888,558
55
7,193
$688,849
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
Index Fund Advisors, Inc
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
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Portland, OR
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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