Brunette & Associates LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years’ experience in the field, we have continued to build and grow our business by partnering with our clients. At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning. We feel our long-term relationships are a direct result of our proactive approach to service and financial planning. Through our Consolidated Wealth Management Group, we are able to provide our clients with a regular report on their entire portfolio, along with personalized recommendations that follow our strategic approach to wealth management. Securities offered through First Allied Securites, Inc., A registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A registered Investment Adviser. www.finra.org www.sipc.org
View Top Employees from Brunette & Associates LLCWebsite | http://www.brunetteandassociates.com/ |
Revenue | $9 million |
Employees | 31 (25 on RocketReach) |
Founded | 2002 |
Address | 500 E Ohio Street Suite 200, Indianapolis, Indiana 46204, US |
Phone | (317) 238-6582 |
Fax | (317) 630-0888 |
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Industry | Financial Services, Finance General, Crowdfunding, Finance |
Web Rank | 5 Million |
Keywords | Clair Stephens Financial, Aly Frantz |
Competitors | AIS Financial, Core Financial Group, Devji Wealth Management, Kadletz Wealth Management, LLC, Lexington Wealth Management, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Brunette & Associates LLC annual revenue was $9 million in 2024.
Brenda Ramsey is the Partner of Brunette & Associates LLC.
25 people are employed at Brunette & Associates LLC.
Brunette & Associates LLC is based in Indianapolis, Indiana.
The NAICS codes for Brunette & Associates LLC are [523, 52393, 5239, 52].
The SIC codes for Brunette & Associates LLC are [628, 62].