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Prudent Investors Network, Inc.

● SEC registered since 2014CRD 127284SEC# 801-79432Lake Forest, CA
Export (members)
Reg. AUM
$409.3M
Employees
8
Accounts
580
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 $409.3 million in regulatory assets under management and employs 8 people.

Prudent Investors Network, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Anna Yen ControlChief Compliance OfficerUnder 5%2024
Jared Cheung-Yi Ong ControlPrincipalUnder 5%2023
Jeremy Le Van Lau ControlChief Executive OfficerOver 75%2023
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Frequently asked questions

How much does Prudent Investors Network, Inc. manage?

Prudent Investors Network, Inc. reports $409.3 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

Address22932 el Toro Rd., Lake Forest, CA 92630
Phone760-597-9255
Fax760-597-9259
Office hours9:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1766005
Discloses disciplinary historyNo

Assets under management

Discretionary$409.3M
Non-discretionary$0
Total (RAUM)$409.3M