Assets Under Management

$409.3M

Number of Clients

580

Number of Advisors

3

Average Client AUM

$706K

AUM per Advisor

$136.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Prudent Investors Network, Inc. is an investment management firm located in Lake Forest, California. They offer investment advisory services for fiduciaries, individuals, high net worth individuals, trusts, estates and other institutions. They manage accounts on a discretionary basis, allocating assets among various ETFs, mutual funds, stocks, bonds, and other investments.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

22932 El Toro Rd., Lake Forest, CA, 92630

3 Advisors at this firm