Prudent Investors

Prudent Investors (CRD# 127284) is a financial advisory firm headquartered in Lake Forest, CA. They manage $295,437,651 in 586 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
22932 El Toro Rd., Lake Forest, CA 92630
https://www.linkedin.com/company/prudent-investors/
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $504,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, ID, LA, NV, TX, UT

Financial Advisors at Prudent Investors
Showing 1 - 3 of 3 top financial advisors.
1
Jeremy Lau, financial advisor Lake Forest CA
Jeremy L. Lau
CRD#: 6812603
22932 El Toro Rd., Lake Forest, CA 92630

Jeremy Lau (CRD# 6812603) is an Investment Advisor Representative working at Prudent Investors in Lake Forest, CA and has over 6 years of experience in the finance industry.

2
Jared Ong, financial advisor Lake Forest CA
Jared C. Ong
CRD#: 5022033
22932 El Toro Rd., Lake Forest, CA 92630

Jared Ong (CRD# 5022033) is an Investment Advisor Representative working at Prudent Investors in Lake Forest, CA and has over 12 years of experience in the finance industry.

3
Ted Ong, financial advisor Lake Forest CA
Ted H. Ong
CRD#: 1185460
22932 El Toro Rd., Lake Forest, CA 92630

Ted Ong (CRD# 1185460) is an Investment Advisor Representative working at Prudent Investors in Lake Forest, CA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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