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PRUDENT MONEY FINANCIAL SERVICES

RPBROOKS FINANCIAL, INC.

CRD 128472 · SEC 801-62481

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16633 DALLAS PARKWAY, SUITE 275, ADDISON, TX, 75001, United States

Phone

972-386-0384

Fax

972-386-9787

Registration

— (—)

Source

State registered

Total AUM

$30.6M

Discretionary AUM

$20.7M

Team

1 total employees; 1 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; SALE OF BOOKS & PRODUCTS AND PUBLIC SPEAKING FEES

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsAUTHOR, PUBLIC SPEAKING, RADIO SHOW

Client types

TypeClientsAUM
Individuals141$17.9M
High net worth individuals38$12.7M

All web addresses on file

Official SEC filing: View on IAPD