PRUDEO PARTNERS, LLC

WEST COLUMBIA, South Carolina·6 registered advisors·CRD# 113961
SEC# 801-607431803-739-6311
01

Firm Overview

AUM
$413M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRUDEO PARTNERS, LLC

6 registered advisors
Andrew Creswell Todd
WEST COLUMBIA, South Carolina
Jr. Frederick Joyce
WEST COLUMBIA, South Carolina
Laurie Woodson White
WEST COLUMBIA, South Carolina
Lawrence James Miller
WEST COLUMBIA, South Carolina
Michael Lee Krumholz
WEST COLUMBIA, South Carolina
Sally Mcfarland
WEST COLUMBIA, South Carolina
05

Office Locations

WEST COLUMBIA, South Carolina
6 advisors

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Data sourced from SEC Form ADV filings. PRUDEO PARTNERS, LLC (CRD# 113961) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.