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PRUDENT MAN INVESTMENT MANAGEMENT
PRUDENT MAN INVESTMENT MANAGEMENT INC
CRD 104574 · SEC 801-33304
927 MAIN STREET, LOUSIVILLE, CO, 80027, United States
Phone
303-436-1577
Fax
303-436-9651
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.2M
Discretionary AUM
$375.8M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $64.9M |
| High net worth individuals | 106 | $310.9M |
| Pension/profit sharing plans | 3 | $14.3M |
States served
CA, CO, LA, NE, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD