PRUDENT INVESTOR ADVISORS, LLC

FOLSOM, California·4 registered advisors·CRD# 121922

SEC# 801-634811866-446-1848

01

Firm Overview

AUM

$1.2B

Regulatory assets under management

Employees

5

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PRUDENT INVESTOR ADVISORS, LLC

4 registered advisors

Gary Keith Allen

FOLSOM, California

Jeffrey Brian Coontz

FOLSOM, California

Steven John Morrison

ARCATA, California

Wendell Scott Simon

FOLSOM, California

05

Office Locations

FOLSOM, California

ARCATA, California

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Data sourced from SEC Form ADV filings. PRUDENT INVESTOR ADVISORS, LLC (CRD# 121922) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.