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Sheldon Harlan Schumaker

PRUNEYARD FINANCIAL GROUP, INC.·CAMPBELL, California
Unclaimed Profile
1999 SOUTH BASCOM AVENUE, CAMPBELL, CA 95008CRD# 1647705Firm CRD# 117378
01

About

Sheldon Harlan Schumaker 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# 1647705
Firm CRD# 117378
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheldon Harlan Schumaker offer?
Sheldon Harlan Schumaker specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.
What are Sheldon Harlan Schumaker's credentials?
Sheldon Harlan Schumaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheldon Harlan Schumaker located?
Sheldon Harlan Schumaker 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 Sheldon Harlan Schumaker charge for services?
Sheldon Harlan Schumaker'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
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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