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    Prudent Investor Advisors, Llc

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    Description

    • Gary K. Allen, Jeffrey B. Coontz and W. Scott Simon are the principals and senior management of PIA. They have in aggregate more than fifty years of experience in the retirement plan industry. Their firm, a SEC registered investment advisor, specializes in showing sponsors of 401(k) 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 for the selection, monitoring and replacement of plan investment options by transferring such responsibilities and liabilities to PIA. Any plan sponsor that makes this transfer will escape liability for PIAs decisions and actions concerning these critical responsibilities.
    • location

      Headquarters:101 Parkshore Dr , Folsom, California, United States

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    • Prudent Investor Advisors, Llc phone

      Phone Number: +1 707-822-3700

    • Prudent Investor Advisors, Llc website

      Website: https://www.prudentllc.com

    • Prudent Investor Advisors, Llc employees

      Employees:11

    • Prudent Investor Advisors, Llc revenue

      Revenue:$10 - 50M

    • Prudent Investor Advisors, Llc legal name

      Legal Name:Prudent Investor Advisors, Llc

    • Prudent Investor Advisors, Llc's Social Media

      Prudent Investor Advisors, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Owner for Prudent Investor Advisors, Llc

    Jeff Coontz

    Owner

    Person level website visitor identification

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    View Employees

    Jeff Coontz

    Owner

    Mike Birch

    Vice President

    Nic Flenghi

    It Director

    Ken Noble

    It Director

    Frequently Asked Questions regarding Prudent Investor Advisors, Llc

    • Where are Prudent Investor Advisors, Llc's Headquarters?

      Prudent Investor Advisors, Llc's Headquarters are in 101 Parkshore Dr ,Folsom,California,United States

    • What is Prudent Investor Advisors, Llc's phone number?

      Prudent Investor Advisors, Llc's phone number is +1 707-822-3700

    • What is Prudent Investor Advisors, Llc's official website?

      Prudent Investor Advisors, Llc's official website is https://www.prudentllc.com

    • What is Prudent Investor Advisors, Llc's Revenue?

      Prudent Investor Advisors, Llc's revenue is $10 - 50M

    • What is Prudent Investor Advisors, Llc's NAICS code?

      Prudent Investor Advisors, Llc's NAICS code is 523930

    • How many employees are working in Prudent Investor Advisors, Llc

      Prudent Investor Advisors, Llc has 11 employees

    • What is Prudent Investor Advisors, Llc's Industry?

      Prudent Investor Advisors, Llc is in the industry of Investment Management

    • Who is Prudent Investor Advisors, Llc's Owner?

      Prudent Investor Advisors, Llc's Owner is Jeff Coontz

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