# Bruce McIndoe & Associates, Inc.

> Bruce McIndoe & Associates, Inc. is a state-registered investment advisory firm in La Mesa, CA, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 294708
- Filed as: BRUCE MCINDOE & ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Mesa, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/294708
- AdvisorCensus page: https://advisorcensus.com/firm/bruce-mcindoe-and-associates-inc-la-mesa-ca-294708

## Quick answers

**How is Bruce McIndoe & Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bruce McIndoe & Associates, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bruce McIndoe & Associates, Inc. located?**
Bruce McIndoe & Associates, Inc.'s principal office is in La Mesa, CA, according to its Form ADV.

**Is Bruce McIndoe & Associates, Inc. registered with the SEC or a state?**
Bruce McIndoe & Associates, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 294708.

**Does Bruce McIndoe & Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/294708

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bruce McIndoe & Associates, Inc. (CRD 294708): Form ADV filing data as of October 2026.