Prudent Investor Advisors, LLC
Prudent Investor Advisors, LLC (CRD# 121922) is a financial advisory firm headquartered in Folsom, CA. They manage $1,245,411,158 in 137 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management1,245MILLION
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Total Number of Accounts137ACCOUNTS
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Average Account Value$9,090,592
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, MI, TX, UT
Gary Allen (CRD# 1821674) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 25 years of experience in the finance industry.
Dena Baker (CRD# 5860559) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 13 years of experience in the finance industry.
Jeffrey Coontz (CRD# 2333418) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 30 years of experience in the finance industry.
Brian Taylor (CRD# 2484904) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 29 years of experience in the finance industry.
Kenneth Haren (CRD# 7793681) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has 1 year of experience in the finance industry.