Prudent Management Associates

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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.



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The Trust algorithm did not surface any considerations for this firm. Checks take place monthly.

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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 16
Percentage of Advisors Trusted 67%
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 View SEC IAPD CRD #16691
State(s) Registered AK, CA, CO, CT, DC, FL, MD, NJ, NM, NY, PA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.