Overview
Assets Under Management: $409 million
Headquarters: LAKE FOREST, CA
High-Net-Worth Clients: 4
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.10
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 580
Discretionary Accounts: 580
Regulatory Filings
CRD Number: 127284
Filing ID: 2009000
Last Filing Date: 2025-08-11 18:11:00
Website: https://prudentinvestors.com