Prudent Management Associates Review

Trust Score 98%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

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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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $4,249,960
Hybrid Advisor No
Disciplinary History No
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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