# Pruneyard Financial Group

Pruneyard Financial Group is a Bank / Wealth / Trust based in Cupertino, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cupertino, United States
- **Region:** North America
- **Address:** Campbell, CA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** pruneyardfinancial.com
- **LinkedIn:** https://linkedin.com/company/pruneyard-financial-group-inc.

## Regulatory record

- **CRD number:** 117378
- **SEC file number:** 801-60693
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117378

## About

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.

## Sectors

- Wealth Management

## 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.

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Last updated: 2026-08-11T15:07:49.000Z

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