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PRUDENT INVESTOR ADVISORS, LLC

dba PRUDENT INVESTOR ADVISORS, LLC · CRD 121922 · Registered Investment Adviser

PRUDENT INVESTOR ADVISORS, LLC is a Registered Investment Adviser headquartered in FOLSOM, CA. The firm reports $1,302,177,184 in regulatory assets under management across 238 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$171,474,603
Non-discretionary$1,130,702,581
Total RAUM$1,302,177,184
Accounts238

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 121922. adviserinfo.sec.gov/firm/summary/121922.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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