$90.9M Total AUM
$90.1M Disc. AUM
-7.4% 3Y CAGR
1 Employees
98 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 11-14-2001
- Office Locations
- 1
Office Locations
22801 Longdown Road Cupertino CA
About Pruneyard Financial Group, Inc.
Pruneyard Financial Group, Inc. is a family-run Cupertino, CA registered investment adviser and accountancy firm serving Silicon Valley individuals, families, and small businesses. The team provides investment management and financial planning alongside tax preparation/planning and retirement, insurance, and annuity guidance. Portfolios commonly use ETFs and investment-grade bonds; meetings are available by Zoom or in office.
Team overview
42 AVG AGE
$90.9M AVG AUM / ADVISOR
$927.3K AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Radial focus Crest momentum
Client Personas
Prime
Investment Themes
Frontier signal Element eagle
Investment Vehicles
Zenith Frontier optima
Services
Frontier Harbor Vector Glacier alpha Foundation North peak Ridge vertex Foundation
Technology
Matrix foundation
Owner & Executives
JOHN DANIEL MASEGIAN
Chief Compliance Officer, President, TREASURER, Wealth Advisor
- CRD
- #4782088
- Ownership
- 75% or more
(832) 612-1657
crest.catalyst@vectorcapital.com
in linkedin.com/in/summit-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,072,019 | $494,901 |
| Non-Discretionary | $799,750 | $266,583 |
| Total | $90,871,769 | $491,199 |
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Separately Managed Accounts
Total SMA Asset: $90,871,769
Equity - Exchange:
23.5% Public Funds:
12.5% Cash:
16.7% Corporate - Investment Grade:
13.6% U.S. Government/Agency:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,027,431,990 | 23.5% |
| Public Funds | $1,078,421,271 | 12.5% |
| Cash | $1,440,770,819 | 16.7% |
| Corporate - Investment Grade | $1,173,322,343 | 13.6% |
| U.S. Government/Agency | $2,907,423,748 | 33.7% |
| Total | $8,627,370,171 | 100.0% |