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Ely Prudent Portfolios, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Ely Prudent Portfolios, LLC is a small independent financial services firm based in Chico, California. It operates as a fee-only Registered Investment Advisor, compensated solely by its clients and without commissions or other external payments. As fiduciaries, they are bound to act in their clients' best interests and to disclose compensation and conflicts of interest.

In terms of clients, the firm appears to serve individual investors seeking prudent, risk-aware portfolio guidance, with an emphasis on transparency and fiduciary responsibility. Based in Chico, it functions as a small advisory practice focused on disciplined risk management within the financial services industry.

Find Ely Prudent Portfolios, LLC employees' phone numbers or email addresses

Ely Prudent Portfolios, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Ely Prudent Portfolios, LLC's Leadership

  • Stylized image of a person
    A. G. E.
    Advisor Ely Prudent Portfolios Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. C.
    Financial Advisor, Certified Financial Planner, Accredited Investment Fiduciary Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J.
    Phone icon
    Mobile Phone

Ely Prudent Portfolios, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Ely Prudent Portfolios, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G. E.
    Advisor Ely Prudent Portfolios Llc
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. J.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    G. C.
    Financial Advisor, Certified Financial Planner, Accredited Investment Fiduciary Analyst
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    A. J.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Ely Prudent Portfolios, LLC known for?

Minus sign iconPlus sign iconEly Prudent Portfolios, LLC was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 40 Philadelphia Drive Suite 101 Chico, California 95973 United States; you can contact the main corporate office by phone at
+1-530-895-****
. Explore Ely Prudent Portfolios, LLC's company overview page for more information.

What is Ely Prudent Portfolios, LLC's most common email format?

Minus sign iconPlus sign iconEly Prudent Portfolios, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ely Prudent Portfolios, LLC email formats with LeadIQ.

How many employees does Ely Prudent Portfolios, LLC have currently?

Minus sign iconPlus sign iconEly Prudent Portfolios, LLC has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Ely Prudent Portfolios, LLC's key employees and leadership?

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As of February 2026, Ely Prudent Portfolios, LLC's key employees include:

  • Advisor Ely Prudent Portfolios Llc: A. G. E.
  • Financial Advisor: A. J.
  • Financial Advisor, Certified Financial Planner, Accredited Investment Fiduciary Analyst: G. C.
  • : A. J.

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