Overview
Assets Under Management: $303 million
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 60
Average Client Assets: $2.3 million
Frequently Asked Questions
PRUDENT STREET FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160436), PRUDENT STREET FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PRUDENT STREET FINANCIAL ADVISORS, LLC is headquartered in BRENTWOOD, TN.
PRUDENT STREET FINANCIAL ADVISORS, LLC serves 60 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, PRUDENT STREET FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PRUDENT STREET FINANCIAL ADVISORS, LLC manages $303 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, PRUDENT STREET FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.48%
Average Client Assets: $2.3 million
Total Client Accounts: 458
Discretionary Accounts: 423
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 160436
Filing ID: 1836071
Last Filing Date: 2024-03-18 19:02:00