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⚲
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| Pruneyard Financial Group Inc
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|
|---|---|
| CRD # | 117378 |
| SEC # | 801-60693 |
| CIK # | 0001730438 |
| AUM | $90.9 M (2026-06-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 408-377-4444 |
| Address | 22801 Longdown Road Cupertino, CA 95014 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 16.5 |
| (b) Individuals (high net worth individuals) | 39 | 73.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 90.9 |
| By Discretionary | ||
| Discretionary | 182 | 90.1 |
| Non-Discretionary | 3 | 0.8 |
| Total | 185 | 90.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 86.1 | |
| Total | 185 | 90.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Voss Wealth Management LLC
✚
|
NY | 0.1 |
|
Tweddell Goldberg LLC
✚
|
0.1 | |
|
Thinking Big Financial Inc
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|
NY | 0.1 |
|
Peak Financial Planning LLC
✚
|
CA | 0.1 |
|
Family Partners Capital LLC
✚
|
MA | 0.1 |
|
K R Financial LLC
✚
|
0.1 | |
|
Chacon Diaz & Di Virgilio Wealth Management LLC
✚
|
FL | 0.1 |
|
Aldemar Research Corporation
✚
|
0.1 | |
|
Orchard Advisors LLC
✚
|
0.1 | |
|
SHFP LLC
✚
|
0.1 |