P
$150.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2019
- Office Locations
- 2
Office Locations
401 Rockefeller B0311 Irvine CA
4695 Macarthur CT 1100 Newport Beach CA
About Pruvise
PruVise, Inc. is a Newport Beach, CA firm providing tax preparation, tax planning, and full-service accounting/bookkeeping, plus back-office business consulting. They specialize in financial services and tax planning for medical professionals and medical offices, helping physicians offload administrative work and stay compliant while focusing on patient care.
Team overview
-- AVG AGE
$150.0K AVG AUM / ADVISOR
$50.0K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
Tristan Michael DeMers
Chief Executive Officer, President
- CRD
- #7025989
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
CARL JAMES FERNANDEZ
Chief Investment Officer
- CRD
- #2689514
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $150,000 | -- |
| Total | $150,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing