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PRUFID FINANCIAL ADVISORS LLC
CRD 121897 · SEC 801-66728
MI, United States
Phone
269-857-2743
Fax
269-397-2185
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$358.0M
Discretionary AUM
$83.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $242.8M |
| Charitable organizations | 1 | $39.2M |
| Corporations/business entities | 2 | $76.0M |
States served
MI, TX
All web addresses on file
Official SEC filing: View on IAPD