Prudent Investor Advisors, LLC

Prudent Investor Advisors, LLC (CRD# 121922) is a financial advisory firm headquartered in Folsom, CA. They manage $896,029,186 in 100 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    896
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $8,960,292
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AZ, CA, MI, TX, UT

Financial Advisors at Prudent Investor Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Gary K. Allen
CRD#: 1821674
101 Parkshore Drive, Suite 100, Folsom, CA 95630

Gary Allen (CRD# 1821674) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 22 years of experience in the finance industry.

2
Dena B. Baker
CRD#: 5860559
101 Parkshore Drive, Suite 100, Folsom, CA 95630

Dena Baker (CRD# 5860559) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 9 years of experience in the finance industry.

3
Jeffrey B. Coontz
CRD#: 2333418
101 Parkshore Drive, Suite 100, Folsom, CA 95630

Jeffrey Coontz (CRD# 2333418) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 26 years of experience in the finance industry.

4
Brian R. Taylor
CRD#: 2484904
101 Parkshore Drive, Suite 100, Folsom, CA 95630

Brian Taylor (CRD# 2484904) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 26 years of experience in the finance industry.

5
Andrew Y. Kim
CRD#: 7181949
101 Parkshore Drive, Suite 100, Folsom, CA 95630

Andrew Kim (CRD# 7181949) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has 1 year of experience in the finance industry.

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