PRUNEYARD FINANCIAL GROUP, INC.

CAMPBELL, California·4 registered advisors·CRD# 117378
SEC# 801-606930408-377-4444
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at PRUNEYARD FINANCIAL GROUP, INC.

4 registered advisors
John Daniel Masegian
CAMPBELL, California
John Edward Masegian
CAMPBELL, California
Sheldon Harlan Schumaker
CAMPBELL, California
Steven Adam Schumaker
CAMPBELL, California
05

Office Locations

CAMPBELL, California
4 advisors

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Data sourced from SEC Form ADV filings. PRUNEYARD FINANCIAL GROUP, INC. (CRD# 117378) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.