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John Daniel Masegian

PRUNEYARD FINANCIAL GROUP, INC.·CAMPBELL, California
Unclaimed Profile
51 EAST CAMPBELL AVENUE, CAMPBELL, CA 95008CRD# 4782088Firm CRD# 117378
01

About

John Daniel Masegian is a registered financial advisor based in CAMPBELL, California, affiliated with PRUNEYARD FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRUNEYARD FINANCIAL GROUP, INC.
PRUNEYARD FINANCIAL GROUP, INC.
AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PRUNEYARD FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4782088
Firm CRD# 117378
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Daniel Masegian offer?
John Daniel Masegian specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.
What are John Daniel Masegian's credentials?
John Daniel Masegian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Daniel Masegian located?
John Daniel Masegian is based in CAMPBELL, California, working with PRUNEYARD FINANCIAL GROUP, INC.. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.
How does John Daniel Masegian charge for services?
John Daniel Masegian's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRUNEYARD FINANCIAL GROUP, INC.?
PRUNEYARD FINANCIAL GROUP, INC. has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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