PRUDENT STREET FINANCIAL ADVISORS, LLC
Total AUM
$302.7M
Employees
7Clients
154Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
104 CONTINENTAL PLACE
SUITE 100
BRENTWOOD
TN 37027
United States
SUITE 100
BRENTWOOD
TN 37027
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
615-523-0660
Financials
Total AUM
$302.7M
Accounts
458Discretionary
$163M
Accounts
423Non-Discretionary
$139.7M
Accounts
35
Clients
Individual Clients
77AUM
$24.3M
HNW Individual Clients
60AUM
$140.7M
Pension/Profit Sharing Plan Clients
14AUM
$137.3M
Corporation or Business Clients
3AUM
$443.3K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MSTN
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.