Pruneyard Financial Group, Inc.
Pruneyard Financial Group, Inc. is an SEC-registered ria in Cupertino, CA with $90.9M assets under management (AUM, regulatory AUM), -35% over one year. See who owns Pruneyard Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117378, SEC 801-60693, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $90.9M (2026-06-08)
- Firm type
- Ria
- Location
- Cupertino, CA
- Employees
- 1
- Clients
- 98
- CRD
- 117378
- Ownership
- MASEGIAN, JOHN, EDWARD; SCHUMAKER, SHELDON, HARLAN; DENBY, FRANK, ORRAND; SCHUMAKER, STEVEN, ADAM; MASEGIAN, JOHN, DANIEL
How much AUM does Pruneyard Financial Group, Inc. have?
Pruneyard Financial Group, Inc. reported $90.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Pruneyard Financial Group, Inc.?
Disclosed owners and executives of Pruneyard Financial Group, Inc. include MASEGIAN, JOHN, EDWARD, SCHUMAKER, SHELDON, HARLAN, DENBY, FRANK, ORRAND, SCHUMAKER, STEVEN, ADAM, MASEGIAN, JOHN, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.