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Elizabeth Anne English

PRUDENT MAN ADVISORS, INC.·NAPERVILLE, Illinois
SIE, Series 7, Series 24, Series 63Clean recordPRUDENT MAN ADVISORS, INC.
2135 CITYGATE LANE, NAPERVILLE, IL 60563CRD# 4128291Firm CRD# 110022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Anne English · NAPERVILLE, IL
Registration
CRD #4128291 · PRUDENT MAN ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PRUDENT MAN ADVISORS, INC.
CRD 110022 · SEC 801-61312
AUM
$6.2B
Regulatory assets under management
Employees
46
49 client accounts
Services offered by PRUDENT MAN ADVISORS, INC.
Per Form ADV
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Elizabeth Anne English offer?
Elizabeth Anne English specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Elizabeth Anne English's credentials?
Elizabeth Anne English is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Anne English located?
Elizabeth Anne English is based in NAPERVILLE, Illinois, working with PRUDENT MAN ADVISORS, INC.. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Elizabeth Anne English charge for services?
Elizabeth Anne English's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRUDENT MAN ADVISORS, INC.?
PRUDENT MAN ADVISORS, INC. has approximately 46 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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