PRUDENT INVESTORS - Financial Advisor in California, Lake Forest

Tel: 760-597-9255 22932 El Toro Rd. Lake Forest, California 92630

About PRUDENT INVESTORS

PRUDENT INVESTORS is a Lake Forest, California based financial advisory firm with nearly $295,437,651 in assets under management and provides investment advisory services for 586 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

127284

Firm SEC#:

801-79432

Assets Under Management:

$295,437,651

No. of Clients:

586

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops
Other (FORENSIC FIDUCIARY RESEARCH)

Fee Structure:

A percentage of AUM, Hourly charges

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