Investment adviser · CRD 127284
PRUDENT INVESTORS
Investment adviser filing (IA)
PRUDENT INVESTORS NETWORK, INC.
LAKE FOREST, CA, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $516M Form ADV · Item 5.F
- Client accounts
- 670 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 156 | $342,927,514 | 66.5% |
| Individuals | 514 | $172,871,959 | 33.5% |
Filing source
Form ADV 2102067 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
22932 EL TORO RD.LAKE FOREST, CA, 92630, United States
CRD 127284
Filing source
Form ADV 2102067 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.