Multi-Family OfficeRIA · CRD 121897SEC-Registered

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PRUFID Financial Advisors

PRUFID FINANCIAL ADVISORS LLC is an SEC-registered investment adviser since 2006. The firm manages $358 million in assets, with $84 million on a discretionary...

PRUFID Financial Advisors

PRUFID FINANCIAL ADVISORS LLC is an SEC-registered investment adviser since 2006. The firm manages $358 million in assets, with $84 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at PRUFID Financial Advisors?

Public records do not name specific investment professionals at PRUFID Financial Advisors. The firm is registered as an RIA, which requires a designated chief compliance officer and supervisory structure, but individual names are not publicly associated.

Does PRUFID participate in fund commitments or only direct deals?

Without detailed public information, PRUFID's investment vehicle preferences are uncertain. RIAs commonly allocate to both commingled funds and direct investments, but specific commitments are not reported for PRUFID.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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