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Building 2PRUNEYARD FINANCIAL GROUP, INC.

Map pinCUPERTINO, CA
Phone408-377-4444
NotebookSEC #801-60693
Total AUM
$77M
Employees
1
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22801 LONGDOWN ROAD
CUPERTINO
CA 95014
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
408-377-4444

ReceiptFinancials

Total AUM
$77M
Accounts
179
Discretionary
$77M
Accounts
179
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$17.6M
HNW Individual Clients
37
AUM
$59.3M
Corporation or Business Clients
2
AUM
$196.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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