Investment adviser · CRD 128472
PRUDENT MONEY FINANCIAL SERVICES
Investment adviser filing (IA)
RPBROOKS FINANCIAL, INC.
ADDISON, TX, United States · Form ADV filed Jun 19, 2012
- Regulatory AUM
- $45.3M Form ADV · Item 5.F
- Client accounts
- 529 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 19, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
16633 DALLAS PARKWAY, SUITE 275ADDISON, TX, 75001, United States
CRD 128472
Filing source
Form ADV 653827 · Jun 19, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.