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Last updated: February 18th, 2020. Data source: SEC filings.
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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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||67%|
|Average Client Balance||$4,249,960|
|Total AUM||$1.0 billion|
|Advisor / Client Ratio||1:79|
|SEC Filings||View SEC IAPD CRD #16691|
|State(s) Registered||AK, CA, CO, CT, DC, FL, MD, NJ, NM, NY, PA|