Pruneyard Financial Group, Inc.

Pruneyard Financial Group, Inc. (CRD# 117378) is a financial advisory firm headquartered in Campbell, CA. They manage $133,994,464 in 540 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $248,138
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pruneyard Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John D. Masegian
CRD#: 4782088
900 East Hamilton Avenue, Suite 210, Campbell, CA 95008
93
Wealthminder
score

John Masegian (CRD# 4782088) is an Investment Advisor Representative working at Pruneyard Financial Group, Inc. in Campbell, CA and has over 13 years of experience in the finance industry.

2
Steven A. Schumaker
CRD#: 4782077
900 East Hamilton Avenue, Suite 210, Campbell, CA 95008
93
Wealthminder
score

Steven Schumaker (CRD# 4782077) is an Investment Advisor Representative working at Pruneyard Financial Group, Inc. in Campbell, CA and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.