# PRENEED ADVISORY, LLC

PRENEED ADVISORY, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 338417
- Type: SEC-registered investment adviser
- Location: 24 CORPORATE PLAZA, NEWPORT BEACH, CA, 92663
- Phone: (626) 639-2140
- Latest filing: 2025-12-23
- Clients: 2

## Business model

- Compensation: % of AUM
- Clients served: Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338417/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338417/similar
- Related entities: https://search.stillhousedata.com/firm/338417/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338417

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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.