Dena
Baker

Prudent Investor Advisors, LLC

CRD#5860559
Investment Advisor
in Folsom, CA

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About this Advisor

Dena Baker is a financial advisor based in Folsom, California, with 10 years of industry experience. Baker currently works for Prudent Investor Advisors, LLC. During their career, Baker has held roles at Independent Irrigation Consultants, Inc and Prudent Investor Advisors. Baker maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Prudent Investor Advisors, LLC is an advisory business that has its headquarters in Folsom, CA. The company has just five people on staff. It controls $1 billion in assets among its 98 client accounts, making it one of the larger firms in the country by assets under management. Of its 98 customer accounts, 18% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management usually depend on which service is offered. However, fee types charged by Prudent Investor Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 Parkshore Drive, Suite 100
Folsom, CA 95630

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Prudent Investor Advisors, LLC Brokerage Details

Total Assets Under Management

$1,080,024,469

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

98

CA Average: 3,727
Average Account Size

$11,020,658

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Dena Baker Work History

Dena has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Prudent Investor Advisors

1991 - Present (33 years)

Independent Irrigation Consultants, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dena Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prudent Investor Advisors, LLC

Gabriel Uruburo
Folsom, CA
Brian Taylor
Folsom, CA
Jeffrey Coontz
Folsom, CA
Gary Allen
Folsom, CA
Dena Baker
Folsom, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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