Center Point Consulting, LLC (Zionsville)

Center Point Consulting, LLC is a large advisory firm based in Zionsville. It manages $28.69 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Indiana.

Center Point Consulting provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Center Point Consulting: assets under management

The assets under management (AUM) of Center Point Consulting, LLC is $28.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $448.28 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Center Point Consulting, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Center Point Consulting, LLC

Brian J. Brunner has been acting as President since 1 Dec 2001. Brian Joseph Brunner joined the executive team most recently as the Managing Member And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian J. Brunner	President/owner	1 Dec 2001	75% - 100%	4519903
Brian Joseph Brunner	Managing member and chief compliance officer	1 Dec 2001	75% - 100%	4519903

Based in Zionsville

The principal office where Center Point Consulting, LLC performs its advisory services is located at 56 N. Main Street, Zionsville, IN 46077, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.