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Guerdon Tisdale Ely

ELY PRUDENT PORTFOLIOS, LLC·CHICO, California
Clean recordELY PRUDENT PORTFOLIOS, LLC
40 PHILADELPHIA DR, CHICO, CA 95973-5000CRD# 1198844Firm CRD# 142681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Guerdon Tisdale Ely · CHICO, CA
Registration
CRD #1198844 · ELY PRUDENT PORTFOLIOS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Guerdon Tisdale Ely is a registered financial advisor based in CHICO, California, affiliated with ELY PRUDENT PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ELY PRUDENT PORTFOLIOS, LLC
ELY PRUDENT PORTFOLIOS, LLC
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ELY PRUDENT PORTFOLIOS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1198844
Firm CRD# 142681
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Guerdon Tisdale Ely offer?
Guerdon Tisdale Ely specializes in Financial Planning, Investment Management. Contact their office in CHICO, California for a consultation.
What are Guerdon Tisdale Ely's credentials?
Guerdon Tisdale Ely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Guerdon Tisdale Ely located?
Guerdon Tisdale Ely is based in CHICO, California, working with ELY PRUDENT PORTFOLIOS, LLC. Their office serves clients in the CHICO metropolitan area and surrounding communities.
How does Guerdon Tisdale Ely charge for services?
Guerdon Tisdale Ely's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELY PRUDENT PORTFOLIOS, LLC?
ELY PRUDENT PORTFOLIOS, LLC has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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