PRUNEYARD FINANCIAL GROUP, INC. of CUPERTINO, CA is an SEC-registered investment adviser (CRD 117378). Regulatory assets under management: $90.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| 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 | — |