Prudent Money Financial Services
Prudent Money Financial Services (CRD# 128472) is a financial advisory firm headquartered in Addison, TX. They manage $49,412,000 in 336 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management49MILLION
Total Number of Accounts336ACCOUNTS
Average Account Value$147,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Brooks (CRD# 2257109) is an Investment Advisor Representative working at Prudent Money Financial Services in Addison, TX and has over 25 years of experience in the finance industry.
Brian Gerber (CRD# 1303639) is an Investment Advisor Representative working at Prudent Money Financial Services in Addison, TX and has 1 year of experience in the finance industry.