|
⚲
|
| Prudent Management Associates
✚
|
|
|---|---|
| CRD # | 16691 |
| SEC # | 801-20018 |
| CIK # | |
| AUM | $1.1 B (2025-03-27) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 215-994-1062 |
| Address | 2001 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 29.8 |
| (b) Individuals (high net worth individuals) | 165 | 904.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 58.6 |
| (h) Charitable organizations | 14 | 137.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 616 | 1,137.4 |
| By Discretionary | ||
| Discretionary | 616 | 1,137.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 616 | 1,137.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 1,135.8 | |
| Total | 616 | 1,137.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fermata Advisors LLC
✚
|
CA | 1.1 |
|
MBL Wealth LLC
✚
|
NC | 1.1 |
|
Shepherd Financial Partners LLC
✚
|
MA | 1.1 |
|
Quadcap Wealth Management LLC
✚
|
TX | 1.1 |
|
Estate Counselors LLC
✚
|
WI | 1.1 |
|
Kearns & Associates LLC
✚
|
1.1 | |
|
Dean Capital Management LLC
✚
|
KS | 1.1 |
|
Valley National Advisers Inc
✚
|
PA | 1.1 |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1.1 |
|
Moment Partners LLC
✚
|
CA | 1.1 |