$358.0M Total AUM
$83.9M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
20 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2006
- Office Locations
- 1
Office Locations
-- Holland MI
About Prufid Financial Advisors LLC
PruFid Financial Advisors LLC is an independent, fee-only fiduciary providing objective investment and financial advice to individuals. The firm does not accept commissions or sell products, aiming to recommend low-fee options backed by written, source-cited rationale grounded in academic research. A notable differentiator is a complete satisfaction money-back guarantee.
Team overview
61 AVG AGE
$358.0M AVG AUM / ADVISOR
$11.9M AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
E
ERIC EDWARD HAAS
Chief Investment Officer
- CRD
- #4602909
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,938,578 | $20,984,645 |
| Non-Discretionary | $274,032,733 | $10,539,721 |
| Total | $357,971,311 | $11,932,377 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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