Ely Prudent Portfolios, LLC

Ely Prudent Portfolios, LLC (CRD# 142681) is a financial advisory firm headquartered in Chico, CA. They manage $61,834,448 in 243 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $254,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Ely Prudent Portfolios, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Anne E. Johnson
CRD#: 3234444
40 Phildelphia Dr Ste 101, Chico, CA 95973
96
Wealthminder
score

Anne Johnson (CRD# 3234444) is an Investment Advisor Representative working at Ely Prudent Portfolios, LLC in Chico, CA and has over 17 years of experience in the finance industry.

2
Anna C. Nelson
CRD#: 5019421
Bossier City, LA
93
Wealthminder
score

Anna Nelson (CRD# 5019421) is an Investment Advisor Representative working at Ely Prudent Portfolios, LLC in Bossier City, LA and has over 10 years of experience in the finance industry.

3
Guerdon T. Ely
CRD#: 1198844
10 Declaration Drive Suite D, Chico, CA 95973
90
Wealthminder
score

Guerdon Ely (CRD# 1198844) is an Investment Advisor Representative working at Ely Prudent Portfolios, LLC in Chico, CA and has 1 year of experience in the finance industry. Guerdon Ely has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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