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Home > Retirement Planners > colorado > lousiville > PRUDENT MAN INVESTMENT MANAGEMENT
PRUDENT MAN INVESTMENT MANAGEMENT
927 Main Street
Lousiville, Colorado 80027
Tel: 303-436-1577
About PRUDENT MAN INVESTMENT MANAGEMENT
PRUDENT MAN INVESTMENT MANAGEMENT, formally registered with the SEC as PRUDENT MAN INVESTMENT MANAGEMENT. The firm was established in 11/21/1988. They have over 1 offices throughout the country.
PRUDENT MAN INVESTMENT MANAGEMENT is a Lousiville, Colorado based Financial Planning firm with nearly $323,733,001 assets under management, offering retirement planning & investment advisory services to 229 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104574 |
| SEC# | 801-33304 |
| Assets Managed by Firm | $323,733,001 |
| No. of Clients | 229 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 229 | $323,733,001 |
| Individuals (other than high net worth individuals) | 128 | $50,628,892 |
| High net worth individuals | 98 | $260,799,772 |
| Pension and profit sharing plans | 3 | $12,304,337 |
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|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
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