Ely Prudent Portfolios

  • Financial Services
  • Chico CA
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
40 Philadelphia Drive, Suite 101, Chico CA
Website
hotchip.com
Phone
(530) 895-0636
Employees
3
Founded in
2006
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Ely Prudent Portfolios

Ely Prudent Portfolios is a small, independent financial firm located in Chico, California. With three employees, the company has generated $2.5 million in revenue. Ely Prudent Portfolios provides fee-only Registered Investment Advisor services to clients. They specialize in developing customized investment strategies, emphasizing risk management and long-term growth. Their commitment to a fiduciary standard means they act in their clients' best interests and prioritize transparency in their processes. What sets Ely Prudent Portfolios apart is their focus on compensated risk factors. They believe in replacing speculation with a deliberate and disciplined approach to investing, aiming to guide clients towards financial success through a prudent and emotionally balanced strategy. For more information or to discuss your financial needs, visit Ely Prudent Portfolios' website at hotchip.com.

Ely Prudent Portfolios Industry Tags

Retirement Distributions
Non-Profit Organizations
Estate Planning
Fiduciary Compliance Consulting
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FAQ

What is the location of Ely Prudent Portfolios's headquarters?
The headquarters of Ely Prudent Portfolios are situated at 40 Philadelphia Drive, Suite 101, Chico CA
What is Ely Prudent Portfolios's phone number?
Ely Prudent Portfolios's contact number is (530) 895-0636.
What is Ely Prudent Portfolios's official website?
The official website of Ely Prudent Portfolios can be found at hotchip.com.
What is Ely Prudent Portfolios's current revenue?
As of March 2019, Ely Prudent Portfolios's annual revenue reached $3B.
How many employees does Ely Prudent Portfolios currently have?
Ely Prudent Portfolios employs approximately 3+ people as of March 2019
Which industries is Ely Prudent Portfolios primarily operating in?
Ely Prudent Portfolios operates in the following industries: Finance, Credit
What are Ely Prudent Portfolios's industry tags?
Ely Prudent Portfolios's industry tags include: Retirement Distributions, Non-Profit Organizations, Estate Planning
When was Ely Prudent Portfolios founded?
Ely Prudent Portfolios was founded in 2006.

Employee Directory

Key Employees

Jay Roach

Owner

Phone Email

Guerdon Ely

Financial Advisor, Certified Financial Planner™, Accredited Investment Fiduciary Analyst®

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