|
⚲
|
| Prudent Management Associates
✚
| |
|---|---|
| CRD # | 16691 |
| SEC # | 801-20018 |
| CIK # | |
| AUM | $1.1 BB (2024-03-26) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 215-994-1062 |
| Address | 2001 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 26.8 |
| (b) Individuals (high net worth individuals) | 173 | 836.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 56.7 |
| (h) Charitable organizations | 15 | 125.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 630 | 1,052.8 |
| By Discretionary | ||
| Discretionary | 630 | 1,052.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 630 | 1,052.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 1,051.2 | |
| Total | 630 | 1,052.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
James Investment Research Inc
✚
|
OH | 1.1 |
|
Calton & Associates Inc
✚
|
FL | 1.1 |
|
MJP Associates Inc
✚
|
CT | 1.1 |
|
Dean Capital Management LLC
✚
|
KS | 1.1 |
|
Austin Private Wealth LLC
✚
|
TX | 1.1 |
|
Total Wealth Planning LLC
✚
|
OH | 1.1 |
|
CWS Financial Advisors LLC
✚
|
MI | 1.1 |
|
Eclectic Associates Inc
✚
|
CA | 1.1 |
|
Steigerwald Gordon & Koch Inc
✚
|
VA | 1.1 |
|
Penobscot Investment Management Company Inc
✚
|
MA | 1.0 |