Prudent Street Financial Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Prudent Street Financial Advisors LLC ✚
CRD #	160436
SEC #	801-74401
CIK #
AUM
Employees	7 (71% Investors, 0% Brokers)
Phone	615-523-0660
Address	104 Continental Place Brentwood, TN 37027
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	77	24.3
(b) Individuals (high net worth individuals)	60	140.7
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	14	137.3
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	3	0.4
(n) Other	0	0.0
Total	458	302.7
By Discretionary
Discretionary	423	163.0
Non-Discretionary	35	139.7
Total	458	302.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		302.7
Total	458	302.7

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