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).
Current Firm Details
Ely Prudent Portfolios, LLC
By the Numbers
-
Total Assets Under Management62MILLION
-
Total Number of Accounts243ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA
Financial Advisors at Ely Prudent Portfolios, LLC
No Advisor Found.
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