PRUDENT MONEY FINANCIAL SERVICES

PRUDENT MONEY FINANCIAL SERVICES of ADDISON, TX is an SEC-registered investment adviser (CRD 128472). Regulatory assets under management: $30.6M.

Registration

• CRD: 128472
• SEC file number: 801-62481
• Type: Registered investment adviser
• Location: 16633 DALLAS PARKWAY, ADDISON, TX, 75001
• Phone: 972-386-0384
• Latest filing: 2026-03-30
• Regulatory AUM: $30.6M
• Discretionary AUM: $20.7M
• Non-discretionary AUM: $9.9M
• Clients: 1
• Accounts: 315

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128472 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search