$188.0K Total AUM
$188.0K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-31-2025
- Office Locations
- 1
Office Locations
-- Little ELM TX
About Prudent Prosperity
Prudent Prosperity is a Little ELM-based RIA. The firm has been operating for 1 years. Managing $188.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs.
Team overview
-- AVG AGE
$188.0K AVG AUM / ADVISOR
$62.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Pranav Sureshbhai Shingala
--
- CRD
- #7652274
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $188,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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