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Jeffrey Brian Coontz

PRUDENT INVESTOR ADVISORS, LLC·FOLSOM, California
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101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA 95630CRD# 2333418Firm CRD# 121922
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About

Jeffrey Brian Coontz is a registered financial advisor based in FOLSOM, California, affiliated with PRUDENT INVESTOR ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
PRUDENT INVESTOR ADVISORS, LLC
PRUDENT INVESTOR ADVISORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PRUDENT INVESTOR ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2333418
Firm CRD# 121922
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Brian Coontz offer?
Jeffrey Brian Coontz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOLSOM, California for a consultation.
What are Jeffrey Brian Coontz's credentials?
Jeffrey Brian Coontz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Brian Coontz located?
Jeffrey Brian Coontz is based in FOLSOM, California, working with PRUDENT INVESTOR ADVISORS, LLC. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does Jeffrey Brian Coontz charge for services?
Jeffrey Brian Coontz'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 PRUDENT INVESTOR ADVISORS, LLC?
PRUDENT INVESTOR ADVISORS, LLC has approximately 5 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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