Investment adviser · CRD 160436
PRUDENT STREET FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
BRENTWOOD, TN, United States · Form ADV filed Mar 18, 2024
- Regulatory AUM
- $303M Form ADV · Item 5.F
- Client accounts
- 458 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $140,697,516 | 46.5% |
| Retirement plans | 14 | $137,264,372 | 45.3% |
| Individuals | 77 | $24,283,609 | 8.0% |
| Corporations & businesses | 3 | $443,316 | 0.1% |
Filing source
Form ADV 1836071 · Mar 18, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Mar 18, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
104 CONTINENTAL PLACE, SUITE 100BRENTWOOD, TN, 37027, United States
CRD 160436
Filing source
Form ADV 1836071 · Mar 18, 2024 · 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.