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Building 2PRUDENT MAN INVESTMENT MANAGEMENT

Map pinLOUSIVILLE, CO
Phone303-436-1577
NotebookSEC #801-33304
Total AUM
$390.2M
Employees
4
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
927 MAIN STREET
LOUSIVILLE
CO 80027
United States
Operating Hours
8:30AM - 4:30 PM
Monday - Friday
Phone
303-436-1577

ReceiptFinancials

Total AUM
$390.2M
Accounts
762
Discretionary
$375.8M
Accounts
759
Non-Discretionary
$14.3M
Accounts
3

ContactClients

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Individual Clients
137
AUM
$64.9M
HNW Individual Clients
106
AUM
$310.9M
Pension/Profit Sharing Plan Clients
3
AUM
$14.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNETNTX

HandshakeAffiliates

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

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