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THE PRUDENT PLANNER, LLC
CRD 285028
333 PIERPONT AVENUE, SUITE 4, SALT LAKE CITY, UT, 84101-1712, United States
Phone
801-201-7012
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.3M |
Official SEC filing: View on IAPD