Prufid Financial Advisors LLC
● SEC registered since 2006CRD 121897SEC# 801-66728
Reg. AUM
$358M
Employees
1
Accounts
30
Location
—
Prufid Financial Advisors LLC assets under management
Prufid Financial Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2006. It reports $358 million in regulatory assets under management and employs 1 people.
Prufid Financial Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Edward Haas Control | Member | Over 75% | 2001 |
| Eric Edward Haas Control | Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Prufid Financial Advisors LLC manage?
Prufid Financial Advisors LLC reports $358 million in regulatory assets under management on its Form ADV.
How many employees does Prufid Financial Advisors LLC have?
Prufid Financial Advisors LLC reports 1 employees.
Does Prufid Financial Advisors LLC disclose fund performance?
Prufid Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 269-857-2743 |
| Fax | 269-397-2185 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$358M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$358Mregulatory AUM
Discretionary $83.9MNon-discretionary $274M