SEC Form ADV · CIK 1766005

PRUDENT INVESTORS

Registered Investment AdviserCA
$515.8M
Assets Under Management
670
Total Clients
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Registration Details

CIK
1766005
Accession
CRD-127284
Location
LAKE FOREST, CA
Filing Date
April 30, 2026
AUM
$515.8M
Total Clients
670
Amendment
No

About this Adviser

PRUDENT INVESTORS is a registered investment adviser headquartered in LAKE FOREST, CA, managing approximately $515.8M in assets across 670 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.