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PRUDENT MANAGEMENT ASSOCIATES
2001 Market Street
Suite 3910
Philadelphia, Pennsylvania 19103
Tel: 215-994-1062
About PRUDENT MANAGEMENT ASSOCIATES
PRUDENT MANAGEMENT ASSOCIATES, formally registered with the SEC as PRUDENT MANAGEMENT ASSOCIATES. The firm was established in 11/04/1983. They have over 1 offices throughout the country.
PRUDENT MANAGEMENT ASSOCIATES is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $1,052,758,169 assets under management, offering retirement planning & investment advisory services to 630 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 16691 |
| SEC# | 801-20018 |
| Assets Managed by Firm | $1,052,758,169 |
| No. of Clients | 630 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 630 | $1,052,758,169 |
| Individuals (other than high net worth individuals) | 61 | $26,753,836 |
| High net worth individuals | 173 | $836,256,979 |
| Pension and profit sharing plans | 9 | $56,716,721 |
| Charitable organizations | 15 | $125,890,012 |
| Corporations or other businesses | 1 | $7,140,621 |
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