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).
Total Assets Under Management62MILLION
Total Number of Accounts243ACCOUNTS
Average Account Value$254,463
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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.
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.
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.