PRUDENCE ADVISORY SERVICES
Firm details
- Headquarters
- ROUND ROCK, Texas
- CRD number
- 293721
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Prudence Advisory Services operates as a limited liability company primarily engaged in the selection of other advisers and functions as an insurance broker. The firm is classified as a capital allocator, which indicates its role in directing investments to various external fund managers. While the firm does not actively pursue ESG investments, it provides a range of advisory services that cater to clients seeking guidance in navigating their investment options.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MARIJO HARDING
CCO, Managing MemberCRD 4357496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROUND ROCK, TX
WILLIAMSON
Location
ROUND ROCK, TX
Headquartered in ROUND ROCK, TX, in the South of the United States.
- Region
- South
- County
- WILLIAMSON
- Address
- 1 Chisholm Trail Rd
- Time zone
- CT (UTC-6)
- Office locations
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