Overview
Assets Under Management: $413 million
Headquarters: WEST COLUMBIA, SC
High-Net-Worth Clients: 104
Average Client Assets: $2.4 million
Frequently Asked Questions
PRUDEO PARTNERS, 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 #113961), PRUDEO PARTNERS, LLC is subject to fiduciary duty under federal law.
PRUDEO PARTNERS, LLC is headquartered in WEST COLUMBIA, SC.
PRUDEO PARTNERS, LLC serves 104 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, PRUDEO PARTNERS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PRUDEO PARTNERS, LLC manages $413 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, PRUDEO PARTNERS, 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
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.61%
Average Client Assets: $2.4 million
Total Client Accounts: 1,473
Discretionary Accounts: 1,459
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 113961
Filing ID: 1823965
Last Filing Date: 2024-03-28 20:13:00