Network·Venture Capital

Prudent Investor Advisors, LLC

Unclaimed

📍 FOLSOM, CA

Venture Capital
prudentllc.com/

SEC CRD #801-63481

About

PrudentLLC.com You can’t always be right but you must be prudent! Skip to content Questions? Call now! (866) 446-1848 PrudentLLC.com You can’t always be right but you must be prudent! Prudent Investor Advisors shows sponsors of 401(k) plans and other retirement plans how a longstanding, yet little-known, legal mechanism in ERISA allows them to get rid of significant fiduciary responsibilities and liabilities by transferring them to PIA. read more Prudent Fiduciary Process PIA’s prudent fiduciary process is legally sound, academically oriented and cost efficient. read more Our Difference PIA’s expertise in ERISA is deep and the firm’s experience investing and managing retirement plans is extensive. read more Retirement Calculator Recent Blog Posts 2025Q4 Quarterly Market Review January 22, 2026 Please click the following to listen to and watch a review of world financial markets over the most recent calendar quarter. This multimedia presentation is produced by Prudent Investor Advisors and is distributed as a service to its clients and affiliates. Download Presentation as a PDF Read more 2025Q3 Quarterly Market Review November 30, 2025 Please click the following to listen to and watch a review of world financial markets over the most recent calendar quarter. This multimedia presentation is produced by Prudent Investor Advisors and is distributed as a service to its clients and affiliates. Download Presentation as a PDF Read more

Key Contact

JB

JEFFREY B. COONTZ

MEMBER

📞 (866) 446-1848

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AUM

$1.3B

Location

FOLSOM, CA

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