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PRUDENT INVESTORS
PRUDENT INVESTORS NETWORK, INC.
CRD 127284 · SEC 801-79432
22932 EL TORO RD., LAKE FOREST, CA, 92630, United States
Phone
760-597-9255
Fax
760-597-9259
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$515.8M
Discretionary AUM
$515.8M
Team
8 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsFORENSIC FIDUCIARY RESEARCH
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 514 | $172.9M |
| High net worth individuals | 156 | $342.9M |
States served
AZ, CA, CO, ID, LA, MI, NV, UT, HI
All web addresses on file
Official SEC filing: View on IAPD