|
⚲
|
| Prufid Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 121897 |
| SEC # | 801-66728 |
| CIK # | |
| AUM | $358.0 M (2026-03-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 269-857-2743 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 242.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 39.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 76.0 |
| (n) Other | 0 | 0.0 |
| Total | 30 | 358.0 |
| By Discretionary | ||
| Discretionary | 4 | 83.9 |
| Non-Discretionary | 26 | 274.0 |
| Total | 30 | 358.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 76.0 | |
| United States Persons | 282.0 | |
| Total | 30 | 358.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ridgepath Capital Management LLC
✚
|
TN | 0.4 |
|
Aurora Investment Managers LLC
✚
|
FL | 0.4 |
|
Cloverfields Capital Group LP
✚
|
MN | 0.4 |
|
US Asset Management LLC
✚
|
PA | 0.4 |
|
Consolidated Capital Management LLC
✚
|
CA | 0.4 |
|
Access Wealth Management LLC
✚
|
KY | 0.4 |
|
Conservative Wealth Management LLC
✚
|
0.4 | |
|
Lifespan Financial Strategies Inc
✚
|
FL | 0.4 |
|
Moment Private Wealth LLC
✚
|
MO | 0.4 |
|
Carnegie Wealth Management LLC
✚
|
PA | 0.4 |