PRUDENT INVESTOR ADVISORS, LLC

PRUDENT INVESTOR ADVISORS, LLC of FOLSOM, CA is an SEC-registered investment adviser (CRD 121922). Regulatory assets under management: $1.3B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (7)

NameRoleLocation
Gary Keith AllenMEMBER
Jeffrey Brian CoontzMEMBER/CHIEF COMPLIANCE OFFICER
ELY GUERDON TISDALEOWNER; OWNER/CHIEF COMPLIANCE OFFICER; OWNER/COMPLIANCE OFFICER
SIMON WILLIAM SCOTTMEMBER
ALLEN GARY KEITHMEMBER
COONTZ JEFFREY BRIANMEMBER; MEMBER/CHIEF COMPLIANCE OFFICER
MORRISON STEVEN JOHNCHIEF COMPLIANCE OFFICER

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