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PRUDENT PROSPERA PLANNING, INC.
CRD 175416
5506 SUNOL BLVD, SUITE 205, PLEASANTON, CA, 94566, United States
Phone
925-523-3459
Fax
815-333-3445
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 40 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Corporation
Filing date
2026-03-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
All web addresses on file
Official SEC filing: View on IAPD