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Guerdon Tisdale Ely

ELY PRUDENT PORTFOLIOS, LLC·CHICO, California
Unclaimed Profile
40 PHILADELPHIA DR, CHICO, CA 95973-5000CRD# 1198844Firm CRD# 142681
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
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
No disclosures on file
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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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