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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
    G. C.
    Financial Advisor, Certified Financial Planner, Accredited Investment Fiduciary Analyst
    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
Location
Last Update
  • Stylized image of a person
    G. C.
    Financial Advisor, Certified Financial Planner, Accredited Investment Fiduciary Analyst
    Mobile Phone
    Oct 21, 2024

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; 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 July 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 July 2026, Ely Prudent Portfolios, LLC's key employees include:

  • Financial Advisor, Certified Financial Planner, Accredited Investment Fiduciary Analyst: G. C.

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