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Building 2PRUDENT INVESTORS

Map pinLAKE FOREST, CA
Phone760-597-9255
NotebookSEC #801-79432
Total AUM
$515.8M
Employees
8
Clients
670

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22932 EL TORO RD.
LAKE FOREST
CA 92630
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
760-597-9255

ReceiptFinancials

Total AUM
$515.8M
Accounts
670
Discretionary
$515.8M
Accounts
670
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
514
AUM
$172.9M
HNW Individual Clients
156
AUM
$342.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
FORENSIC FIDUCIARY RESEARCH
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOHIIDLAMINV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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