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Building 2PRUDENT MANAGEMENT ASSOCIATES

Map pinPHILADELPHIA, PA
Phone215-994-1062
NotebookSEC #801-20018
Total AUM
$1.2B
Employees
13
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 MARKET STREET
SUITE 3910
PHILADELPHIA
PA 19103
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
215-994-1062

ReceiptFinancials

Total AUM
$1.2B
Accounts
601
Discretionary
$1.2B
Accounts
601
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$33.6M
HNW Individual Clients
158
AUM
$971.1M
Pension/Profit Sharing Plan Clients
7
AUM
$58.6M
Charitable Organization Clients
14
AUM
$157.8M
Corporation or Business Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDNJNYPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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