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- Custodian
- Ameritas · Fidelity/NFS · Lincoln Financial · Tiaa
- Clients
- Retail and Institutional
- Platforms
- UnisonUnison
- Established Date
- 08-29-2002
- Office Locations
- 1
Office Locations
About Prudent Investor Advisors, LLC
Prudent Investor Advisors works with sponsors of 401(k) and other retirement plans, using an ERISA-based delegation mechanism that transfers significant fiduciary responsibility and liability to the firm. PIA applies a legally grounded, academically oriented, cost-efficient prudent fiduciary process to manage plan investments, typically using diversified public funds and ETFs, and publishes quarterly market review content for clients and affiliates.
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Owner & Executives
GARY KEITH ALLEN
Investment Advisor
- CRD
- #1821674
- Ownership
- 50% but less than 75%
JEFFREY BRIAN COONTZ
Chief Compliance Officer, Investment Advisor
- CRD
- #2333418
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Kenneth Peter Haren
--
- CRD
- #7793681
GABRIEL Arturo Uruburo
Financial Advisor, General Partner
- CRD
- #5172172
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,474,603 | $897,773 |
| Non-Discretionary | $1,130,702,581 | $24,057,502 |
| Total | $1,302,177,184 | $5,471,333 |
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Separately Managed Accounts
Total SMA Asset: $1,164,826,998
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $593,169,904 | 11.4% |
| Cash | $1,784,712,956 | 34.3% |
| Equity - Exchange | $1,810,729,180 | 34.8% |
| U.S. Government/Agency | $1,014,632,730 | 19.5% |
| Total | $5,203,244,770 | 100.0% |