Prudent Investor Advisors, LLC
● SEC registered since 2004CRD 121922SEC# 801-63481Folsom, CA
Reg. AUM
$1.3B
Employees
4
Accounts
238
Location
Folsom, CA
Prudent Investor Advisors, LLC assets under management
Prudent Investor Advisors, LLC operates as an SEC-registered investment adviser based in Folsom, CA. The firm has been registered since 2004. It reports $1.3 billion in regulatory assets under management and employs 4 people.
Prudent Investor Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Keith Allen Control | Member | 50-75% | 2007 |
| Jeffrey Brian Coontz Control | Member/Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Prudent Investor Advisors, LLC manage?
Prudent Investor Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Prudent Investor Advisors, LLC have?
Prudent Investor Advisors, LLC reports 4 employees.
Where is Prudent Investor Advisors, LLC located?
Prudent Investor Advisors, LLC is based in Folsom, CA and has been SEC-registered since 2004.
Does Prudent Investor Advisors, LLC disclose fund performance?
Prudent Investor Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Parkshore Drive, Suite 100, Folsom, CA 95630 |
| Phone | 866-446-1848 |
| Fax | 707-822-5657 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.3Bregulatory AUM
Discretionary $171.5MNon-discretionary $1.13B