| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Keith Allen Control | Member | 50-75% | 2007 |
| Jeffrey Brian Coontz Control | Member/Chief Compliance Officer | 50-75% | 2007 |
Prudent Investor Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Prudent Investor Advisors, LLC reports 4 employees.
Prudent Investor Advisors, LLC is based in Folsom, CA and has been SEC-registered since 2004.
Prudent Investor Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $121.6M |
| Non-discretionary | $1.03B |
| Total (RAUM) | $1.15B |