Pruneyard Financial Group, Inc.
Pruneyard Financial Group, Inc. (CRD# 117378) is a financial advisory firm headquartered in Campbell, CA. They manage $123,395,435 in 277 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Pruneyard Financial Group, Inc.
By the Numbers
-
Total Assets Under Management123MILLION
-
Total Number of Accounts277ACCOUNTS
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Average Account Value$445,471
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Pruneyard Financial Group, Inc.
1
John Masegian (CRD# 4782088) is an Investment Advisor Representative working at Pruneyard Financial Group, Inc. in Campbell, CA and has over 20 years of experience in the finance industry.
2
Steven Schumaker (CRD# 4782077) is an Investment Advisor Representative working at Pruneyard Financial Group, Inc. in Campbell, CA and has over 20 years of experience in the finance industry.
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