Prudent Street Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Prudent Street Financial Advisors LLC
CRD #160436
SEC #801-74401
CIK #
AUM $238.8 MM (30% Disc, 100% US, 2019-03-29)
Employees8 (25% Investors, 25% Brokers)
Phone615-523-0660
Address104 Continental Place
Brentwood, TN 37027
Source [IAPD] [Website]
Total AUM ($MM)
240192144964802011201420172020
Comparable Firms State AUM ($BB)
Sagebroadview Financial Planning LLC
CT 0.2
Graham Bordelon Golson & Gilbert Inc
LA 0.2
Primetrust Advisors LLC
SC 0.2
Compound Family Offices LLC
FL 0.2
Rose Capital Advisors LLC
FL 0.2
Markowski Brothers Holding Corporation
FL 0.2
Southern Wealth Management Inc
GA 0.2
New Century Asset Management Inc
NJ 0.2
Zuraw Financial Advisors LLC
NC 0.2
KAYE Capital Management
CA 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com