Prudential Investment Management Services Llc
$57.4M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$44.7M
$82.7M
2017
2022
Same-firm comparison: 2 firms that reported Prudential Investment Management Services Llc in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Reutemann Financial Solutions, Inc. | $32.9M | $259M | 12.7% | 03/20/2023 |
| Sound Financial Strategies Group, Llc | $24.5M | $215M | 11.4% | 03/30/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.