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Brunette and Associates Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Brunette and Associates's estimated annual revenue is currently $5.9M per year.(i)
  • Brunette and Associates's estimated revenue per employee is $168,000

Employee Data

  • Brunette and Associates has 35 Employees.(i)
  • Brunette and Associates grew their employee count by -3% last year.

Brunette and Associates's People

NameTitleEmail/Phone
1
Director OperationsReveal Email/Phone
2
Wealth ManagerReveal Email/Phone
3
Wealth ManagerReveal Email/Phone
4
PartnerReveal Email/Phone
5
PartnerReveal Email/Phone
6
PartnerReveal Email/Phone
7
CFP®, CWS®, Wealth Management AdvisorReveal Email/Phone
8
Associate RepresentativeReveal Email/Phone
9
Personal AssistantReveal Email/Phone
10
Scheduling SpecialistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$62.1M269N/AN/AN/A
#2
$25.4M1217%N/AN/A
#3
$6.7M405%N/AN/A
#4
$11.2M590%N/AN/A
#5
$47.6M2065%N/AN/A
#6
$0.1M30%$1.5MN/A
#7
$36.5M15815%N/AN/A
#8
$11.3M600%N/AN/A
#9
$7.1M420%N/AN/A
#10
$12.1M64-4%N/AN/A
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What Is Brunette and Associates?

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

keywords:N/A

N/A

Total Funding

35

Number of Employees

$5.9M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.5M350%N/A
#2
$35M35-19%N/A
#3
$4.2M350%N/A
#4
$5.6M35-8%N/A
#5
$5.7M353%N/A