Prudent Investors Network is an investment advisor in Lake Forest with $238.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
562342131
SEC advisor number
801-79432
FINRA CRD number
127284
AUM ?
$295.44 mm
(as of 26 Feb 24)
Accounts
586
(as of 26 Feb 24)
Employees
5
(3 investment advisory or research)
Address
Prudent Investors Network
2598 FORTUNE WAY, STE G
VISTA
CA 92081
2598 FORTUNE WAY, STE G
VISTA
CA 92081
Phone
760-597-9255
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Sep 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21