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| Happy Holidays!! thanks for using AUM13F!! |
| Pruneyard Financial Group Inc
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|---|---|
| CRD # | 117378 |
| SEC # | 801-60693 |
| CIK # | 0001730438 |
| AUM | $140.3 M (2025-04-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 408-377-4444 |
| Address | 22801 Longdown Road Cupertino, CA 95014 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 15.4 |
| (b) Individuals (high net worth individuals) | 47 | 84.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 39.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 140.3 |
| By Discretionary | ||
| Discretionary | 118 | 139.5 |
| Non-Discretionary | 3 | 0.8 |
| Total | 121 | 140.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 139.9 | |
| Total | 121 | 140.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nardis Advisors LLC
✚
|
NY | 0.1 |
|
Williams Wealth Management Group Inc
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FL | 0.1 |
|
Good Steward Wealth Advisers LLC
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TN | 0.1 |
|
Integrated Wealth Strategies LLC
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|
TX | 0.1 |
|
First American Asset Advisory LLC
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|
NY | 0.1 |
|
Dynamic Wealth Advisors
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|
AZ | 0.1 |
|
Summa Global Advisors LLC
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|
OR | 0.1 |
|
Bartley Financial Advisors LLC
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|
NH | 0.1 |
|
CFC Planning Company LLC
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|
IN | 0.1 |
|
Sieben Wealth Planning LLC
✚
|
0.1 |