Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > campbell > PRUNEYARD FINANCIAL GROUP, INC.
PRUNEYARD FINANCIAL GROUP, INC.
51 East Campbell Avenue
Suite 140
Campbell, California 95008
Tel: 408-377-4444
About PRUNEYARD FINANCIAL GROUP, INC.
PRUNEYARD FINANCIAL GROUP, INC, formally registered with the SEC as PRUNEYARD FINANCIAL GROUP, INC. The firm was established in 11/14/2001. They have over 1 offices throughout the country.
PRUNEYARD FINANCIAL GROUP, INC. is a Campbell, California based Financial Planning firm with nearly $123,395,435 assets under management, offering retirement planning & investment advisory services to 277 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117378 |
| SEC# | 801-60693 |
| Assets Managed by Firm | $123,395,435 |
| No. of Clients | 277 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 277 | $123,395,435 |
| Individuals (other than high net worth individuals) | 71 | $16,175,143 |
| High net worth individuals | 42 | $67,175,738 |
| Pension and profit sharing plans | Fewer than 5 clients | $39,640,923 |
| Corporations or other businesses | Fewer than 5 clients | $403,631 |
More Retirement Planning firms in Campbell, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Campbell, California