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Building 2ELY PRUDENT PORTFOLIOS, LLC

Map pinCHICO, CA
Phone530-895-0636
NotebookSEC #801-67409
Total AUM
$54.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 PHILADELPHIA DR
STE 101
CHICO
CA 95973-5000
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
530-895-0636

ReceiptFinancials

Total AUM
$54.2M
Accounts
212
Discretionary
$43.4M
Accounts
194
Non-Discretionary
$10.8M
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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