Prudent Management Associates

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Trust Score 98%
Trust Score  info_outline

Prudent Management Associates, federally registered in 1983, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 3 advisors. Prudent Management Associates manages $1.0 billion and provides investment advisory services for 236 clients (1:79 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Edward Louis Snitzer
Avg Advisor Trust Score 97
Avg Advisor Years Registered 12
Minimum Investment $1,000,000
Average Client Balance $4,249,960
Total AUM $1.0 billion
Advisor / Client Ratio 1:79
Headquarters Philadelphia, PA
SEC Filings Forms and Brochures    (CRD # 16691)
State(s) Registered AK, CA, CO, CT, DC, FL, MD, NJ, NM, NY, PA

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