# PRUNEYARD FINANCIAL GROUP, INC.

PRUNEYARD FINANCIAL GROUP, INC. of CUPERTINO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 117378
- Type: SEC-registered investment adviser
- SEC file number: 801-60693
- Location: 22801 LONGDOWN ROAD, CUPERTINO, CA, 95014
- Phone: 408-377-4444
- Latest filing: 2026-06-08
- Regulatory AUM: $90.9M
- Discretionary AUM: $90.1M
- Non-discretionary AUM: $800K
- Clients: 1
- Accounts: 185

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| John Daniel Masegian | PRESIDENT, TREASURER; PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | — |
| Steven Adam Schumaker | VICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| DENBY FRANK ORRAND | PRESIDENT | — |
| MASEGIAN JOHN EDWARD | CHIEF FINANCIAL OFFICER; PRESIDENT | — |
| SCHUMAKER SHELDON HARLAN | VICE PRESIDENT, SECRETARY; VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | — |
| SCHUMAKER STEVEN ADAM | VICE PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| MASEGIAN JOHN DANIEL | PRESIDENT, TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117378/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117378/similar
- Related entities: https://search.stillhousedata.com/firm/117378/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117378

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.