PRUDENT INVESTOR ADVISORS, LLC
SEC file number 801-63481
· FOLSOM, CA
https://prudentinvestor.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.25B
Discretionary AUM
$83.6M
Employees
5
Clients
1
Firm
- Address
- 101 PARKSHORE DRIVE, SUITE 100
FOLSOM, CA 95630 - Phone
- —
- Website
- https://prudentinvestor.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- ICICI Prudential Smart Navigator Fund (IFSC) Low name-match confidence · CIK 2129117 · K7
- Jennison Christian SRI Small/Mid Cap Core Equity Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 1935409 · PA
- Jennison Core Bond Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 2088056 · PA
- Jennison Emerging Markets Equity Fund 2 of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 2048336 · PA
- Jennison Emerging Markets Equity Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 1722263 · PA
- Jennison Focused Global Opportunity Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 2094346 · PA
- Jennison Global Opportunity Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 1681339 · PA
- Jennison Growth Equity Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 1829320 · PA
- Jennison Intermediate Government/Credit Bond Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 2088047 · PA
- Jennison International Opportunities Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 1771254 · PA
- Jennison Small/Mid Cap Equity Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 1974877 · PA
- Jennison U.S. Small Cap Equity Fund of the Prudential Trust Co Institutional Business Trust Low name-match confidence · CIK 1851989 · PA
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Jennison Growth Equity Fund of the Prudential Trust Co Institutional Business Trust · D/A · Oct 15, 2026
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Jennison Core Bond Fund of the Prudential Trust Co Institutional Business Trust · D/A · Sep 25, 2026
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ICICI Prudential Smart Navigator Fund (IFSC) · D · Jun 11, 2026
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Jennison Growth Equity Fund of the Prudential Trust Co Institutional Business Trust · D/A · Oct 17, 2025