Prudent Investors Network, Inc.
● SEC registered since 2014CRD 127284SEC# 801-79432Lake Forest, CA
Reg. AUM
$515.8M
Employees
8
Accounts
670
Location
Lake Forest, CA
Prudent Investors Network, Inc. assets under management
Prudent Investors Network, Inc. is an SEC-registered investment adviser based in Lake Forest, CA. The firm has been registered since 2014. It reports $515.8 million in regulatory assets under management and employs 8 people.
Prudent Investors Network, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Yen Control | Chief Compliance Officer | Under 5% | 2024 |
| Jared Cheung-Yi Ong Control | Principal | Under 5% | 2023 |
| Jeremy Le Van Lau Control | Chief Executive Officer | Over 75% | 2023 |
Frequently asked questions
How much does Prudent Investors Network, Inc. manage?
Prudent Investors Network, Inc. reports $515.8 million in regulatory assets under management on its Form ADV.
How many employees does Prudent Investors Network, Inc. have?
Prudent Investors Network, Inc. reports 8 employees.
Where is Prudent Investors Network, Inc. located?
Prudent Investors Network, Inc. is based in Lake Forest, CA and has been SEC-registered since 2014.
Does Prudent Investors Network, Inc. disclose fund performance?
Prudent Investors Network, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22932 el Toro Rd., Lake Forest, CA 92630 |
| Phone | 760-597-9255 |
| Fax | 760-597-9259 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1766005 |
| Discloses disciplinary history | No |
Regulatory AUM
$515.8M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$515.8Mregulatory AUM
Discretionary $515.8M