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PRUDENT MANAGEMENT ASSOCIATES
CRD 16691 · SEC 801-20018
2001 MARKET STREET, SUITE 3910, PHILADELPHIA, PA, 19103, United States
Phone
215-994-1062
Fax
215-994-1064
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
13 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $33.6M |
| High net worth individuals | 158 | $971.1M |
| Pension/profit sharing plans | 7 | $58.6M |
| Charitable organizations | 14 | $157.8M |
States served
CA, DC, MD, NJ, NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD