Updated:
Pruneyard Financial Group
Pruneyard Financial Group, Inc. is a family business and registered investment adviser helping clients simplify complex financial lives. It manages investment...
Pruneyard Financial Group
Pruneyard Financial Group, Inc. is a family business and registered investment adviser helping clients simplify complex financial lives. It manages investment portfolios and prepares tax returns for individuals, families, and small businesses in Silicon Valley. The firm offers investment advisory services through a portfolio management wrap fee program, monitoring investments and trading on a discretionary basis.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
Location
Region
North America
Country
United States
City
Cupertino
Corporate office
Campbell, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Pruneyard Financial Group?
The firm has not publicly identified any principals, investment committee members, or lead advisors on its website or any other public professional profiles. The entire operational and investment decision-making structure remains private and is not disclosed to non-clients.
What is the scale of assets managed or advised by Pruneyard Financial Group?
Pruneyard Financial Group does not publicly disclose its assets under management or advisement. Since the firm is not a registered institutional investment manager with a public filing requirement, and has not voluntarily published an AUM figure, its total client asset base is unknown.
Profile maintained by Altss 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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: