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ELY PRUDENT PORTFOLIOS, LLC
ELY PRUDENT PORTFOLIOS, LLC
CHICO, California
·
1 registered advisor
·
CRD# 142681
SEC# 801-67409
530-895-0636
01
Firm Overview
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ELY PRUDENT PORTFOLIOS, LLC
1 registered advisor
Guerdon Tisdale Ely
CHICO, California
CRD# 1198844
05
Office Locations
CHICO, California
1 advisor
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Data sourced from SEC Form ADV filings. ELY PRUDENT PORTFOLIOS, LLC (CRD# 142681) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.