Overview
Assets Under Management: $1.3 billion
Headquarters: FOLSOM, CA
High-Net-Worth Clients: 26
Average Client Assets: $3.7 million
Frequently Asked Questions
PRUDENT INVESTOR ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121922), PRUDENT INVESTOR ADVISORS, LLC is subject to fiduciary duty under federal law.
PRUDENT INVESTOR ADVISORS, LLC is headquartered in FOLSOM, CA.
PRUDENT INVESTOR ADVISORS, LLC serves 26 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, PRUDENT INVESTOR ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PRUDENT INVESTOR ADVISORS, LLC manages $1.3 billion in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, PRUDENT INVESTOR ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.37%
Average Client Assets: $3.7 million
Total Client Accounts: 238
Discretionary Accounts: 191
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 121922
Filing ID: 2066553
Last Filing Date: 2026-03-26 13:47:01