Prudent Street Financial Advisors, LLC in Brentwood, TN was registered on 01/05/2012. It is listed at 104 Continental Pl STE 100 David L Richardson, Brentwood, Tn 37027.
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Prudent Street Financial Advisors, Llc
Registered Agent
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310 SEWARD RD DAVID L RICHARDSON, BRENTWOOD, TN 37027
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104 CONTINENTAL PL STE 100 DAVID L RICHARDSON, BRENTWOOD, TN 37027
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,627,390 / $2,871,821 | 2022 | PRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $2,627,390 / $2,871,821 |
| 2021 | Plan NamePRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$3,002,547 / $2,627,390 | 2021 | PRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 8 | $3,002,547 / $2,627,390 |
| 2020 | Plan NamePRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,890,944 / $3,002,547 | 2020 | PRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $2,890,944 / $3,002,547 |
| 2019 | Plan NamePRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$2,464,099 / $2,890,944 | 2019 | PRUDENT STREET FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 7 | $2,464,099 / $2,890,944 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$106,400 Forgiven$107,411 LenderTruist Bank Jobs6 | 04/08/2020 | $106,400 | $107,411 | Truist Bank | 6 |
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The following government agencies have contributed data:
Tennessee Secretary of State U.S. Department of Labor U.S. Small Business Administration