AdvisorOS Directory
Claim Profile
WS

Wendell Scott Simon

PRUDENT INVESTOR ADVISORS, LLC·FOLSOM, California
Unclaimed Profile
101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA 95630CRD# 2574191Firm CRD# 121922
01

About

Wendell Scott Simon 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2574191
Firm CRD# 121922
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FOLSOM?

Browse all registered financial advisors in FOLSOM, California or claim this profile if it's yours.

Browse FOLSOM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Wendell Scott Simon offer?
Wendell Scott Simon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOLSOM, California for a consultation.
What are Wendell Scott Simon's credentials?
Wendell Scott Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendell Scott Simon located?
Wendell Scott Simon 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 Wendell Scott Simon charge for services?
Wendell Scott Simon'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FOLSOM
Scott Thomas Hanson — HANSON MCCLAIN RETIREMENT NETWORK, LLCSteven Thomas Burnett — HANSON MCCLAIN RETIREMENT NETWORK, LLCJulia Carol Frise — ALLWORTH FINANCIAL, L.P.Corey C Gamble — ALLWORTH FINANCIAL, L.P.Patrick Carl Mcclain — ALLWORTH FINANCIAL, L.P.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile