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).

By the Numbers
  • Total Assets Under Management
    1,245
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $9,090,592
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
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 25 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 13 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 30 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 29 years of experience in the finance industry.

5
Kenneth P. Haren
CRD#: 7793681
101 Parkshore Drive, Suite 100, Folsom, CA 95630

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.

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