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PRUDENT INVESTMENT ADVISORS, INC.
CRD 126501
92-29 QUEENS BLVD, SUITE 1B, REGO PARK, NY, 11374, United States
Phone
718-896-8900
Fax
718-896-7490
Registration
— (—)
Source
State registered
Total AUM
$8.7M
Discretionary AUM
$8.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $372K |
| High net worth individuals | 9 | $8.2M |
| Pension/profit sharing plans | 1 | $76K |
| Charitable organizations | 1 | $21K |
Official SEC filing: View on IAPD