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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2022
- Office Locations
- 2
Office Locations
About J.r. Prunier Capital Management LLC
J. R. Prunier Capital Management is an independent, fee-only fiduciary RIA serving individuals, families, and business owners with structured, holistic financial planning across multi-generational wealth planning, business transitions, and retirement planning. The firm uses an educational, jargon-free process and portfolio design informed by sustainable investing. No commissions or proprietary products help keep advice aligned with clients’ interests.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jeffrey Robert Prunier
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6601591
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
THOMAS LEE GRUNBECK
--
- CRD
- #5071780
Donald Hamilton Sienkiewicz
--
- CRD
- #7432087
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,249,141 | $932,969 |
| Non-Discretionary | $20,760,571 | $2,076,057 |
| Total | $407,009,712 | $959,929 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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