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Building 2PRUDENT INVESTOR ADVISORS, LLC

Map pinFOLSOM, CA
Phone866-446-1848
NotebookSEC #801-63481
Total AUM
$1.3B
Employees
4
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 PARKSHORE DRIVE, SUITE 100
FOLSOM
CA 95630
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
866-446-1848

ReceiptFinancials

Total AUM
$1.3B
Accounts
238
Discretionary
$171.5M
Accounts
191
Non-Discretionary
$1.1B
Accounts
47

ContactClients

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Individual Clients
153
AUM
$40.3M
HNW Individual Clients
26
AUM
$95.9M
Pooled Vehicle Clients
1
AUM
$137.4M
Pension/Profit Sharing Plan Clients
30
AUM
$615.6M
Charitable Organization Clients
10
AUM
$34.2M
Government Entity Clients
7
AUM
$378.3M
Corporation or Business Clients
3
AUM
$428.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMITXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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