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PRUNEYARD FINANCIAL GROUP, INC.
Tel: 408-377-4444
51 East Campbell Avenue Suite 140
Campbell, California 95008
PRUNEYARD FINANCIAL GROUP, INC.
PRUNEYARD FINANCIAL GROUP, INC. is a Campbell, California based financial advisory firm with nearly $123,395,435 in assets under management and provides investment advisory services for 277 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
117378
SEC#:
801-60693
No. of Clients:
277
Assets under Management
$123,395,435
No. of Advisors:
3
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