$8.7M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- NorthAtlas optima
- Established Date
- 10-23-1998
- Office Locations
- 1
Office Locations
92-29 Queens Blvd Suite 1B Rego Park NY
About Prudent Investment Advisors, Inc.
Prudent Investment Advisors (PIA) works with 401(k) and other retirement plan sponsors, using an ERISA-based structure to shift significant fiduciary responsibility and liability to the firm. Its PrudentFiduciary process emphasizes legally sound, academically oriented, cost-efficient oversight, backed by deep ERISA expertise and extensive retirement plan investment management. PIA also publishes quarterly market review presentations for clients and affiliates.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$543.6K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Custodian
Delta quantum Pioneer
Fund Managers
Alpha element
Investment Themes
Zenith Peak bridge Ridge
Investment Vehicles
Wave
Platform
Wave zenith
Services
Quantum
Technology
Zenith glacier Frontier
Owner & Executives
SYED NURUL HAQUE
CPA, President
- CRD
- #830662
- Ownership
- 75% or more
(752) 210-1956
capital.eagle@foundationcapital.com
in linkedin.com/in/element-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,697,320 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,697,320 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,697,320
Equity - Exchange:
32.4% Cash:
35.2% Other:
21.3% U.S. Government/Agency:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $235,417,160 | 32.4% |
| Cash | $255,761,853 | 35.2% |
| Other | $154,764,985 | 21.3% |
| U.S. Government/Agency | $80,652,175 | 11.1% |
| Total | $726,596,173 | 100.0% |