Prudent Investor Advisors LLC


Assets, Funds, Holdings

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Prudent Investor Advisors LLC
CRD #121922
SEC #801-63481
AUM $760.0 MM (7% Disc, 100% US)
Employees5 (100% Investors, 0% Brokers)
Address101 Parkshore Drive, Suite 100
Folsom, CA 95630
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Tradewinds Capital Management LLC
WA 0.8
Investment Professionals Inc
TX 0.8
Silveroak Wealth Management LLC
MN 0.8
BTR Capital Management Inc
CA 0.8
Clarity Financial LLC
TX 0.8
Capstone Investment Advisors Inc
VA 0.8
KLCM Advisors Inc
WI 0.8
Northern Oak Wealth Management Inc
WI 0.8
Gibraltar Bank FSB
FL 0.8
Wealthstone Family Office LLC
OH 0.8
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