PRUDENT INVESTORS

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

About PRUDENT INVESTORS

PRUDENT INVESTORS, formally registered with the SEC as PRUDENT INVESTORS. The firm was established in 04/07/2014. They have over 1 offices throughout the country.

PRUDENT INVESTORS is a Lake Forest, California based Financial Planning firm with nearly $295,437,651 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127284
SEC#	801-79432
Assets Managed by Firm	$295,437,651
No. of Clients	586
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	586	$295,437,651
Individuals (other than high net worth individuals)	423	$130,188,300
High net worth individuals	67	$165,249,351

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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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