Overview
Assets Under Management: $409 million
Headquarters: LAKE FOREST, CA
High-Net-Worth Clients: 123
Average Client Assets: $2 million
Frequently Asked Questions
PRUDENT INVESTORS 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 #127284), PRUDENT INVESTORS is subject to fiduciary duty under federal law.
PRUDENT INVESTORS is headquartered in LAKE FOREST, CA.
PRUDENT INVESTORS serves 123 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, PRUDENT INVESTORS offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PRUDENT INVESTORS manages $409 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, PRUDENT INVESTORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 580
Discretionary Accounts: 580
Regulatory Filings
CRD Number: 127284
Filing ID: 2050182
Last Filing Date: 2026-02-04 20:38:22