PRUDENT INVESTOR ADVISORS, LLC

101 Parkshore Drive, Suite 100
Folsom, California 95630
Tel: 866-446-1848

About PRUDENT INVESTOR ADVISORS, LLC

PRUDENT INVESTOR ADVISORS, LLC, formally registered with the SEC as PRUDENT INVESTOR ADVISORS, LLC. The firm was established in 09/15/2004. They have over 2 offices throughout the country.

PRUDENT INVESTOR ADVISORS, LLC is a Folsom, California based Financial Planning firm with nearly $1,245,411,158 assets under management, offering retirement planning & investment advisory services to 137 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121922
SEC#	801-63481
Assets Managed by Firm	$1,245,411,158
No. of Clients	137
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	137	$1,245,411,158
Individuals (other than high net worth individuals)	78	$29,284,254
High net worth individuals	16	$42,819,407
Pension and profit sharing plans	35	$627,889,976
Charitable organizations	2	$7,417,366
Corporations or other businesses	3	$4,077,246

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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