PRUNEYARD FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$90,871,769
Discretionary
$90,072,019
Non-discretionary
$799,750
Firm details
- CRD number
- 117378
- SEC file number
- 801-60693
- Main office
- CUPERTINO, CA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- https://pruneyardfinancial.com
- Fee structure
-
Percentage of AUM
As of October 2026.