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PRUNEYARD FINANCIAL GROUP, INC.
CRD 117378 · SEC 801-60693
22801 LONGDOWN ROAD, CUPERTINO, CA, 95014, United States
Phone
408-377-4444
Fax
408-377-9944
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.9M
Discretionary AUM
$90.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $16.5M |
| High net worth individuals | 39 | $73.5M |
| Pension/profit sharing plans | 1 | $672K |
| Corporations/business entities | 2 | $199K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD