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PRUDENT MANAGEMENT ASSOCIATES
PRUDENT MANAGEMENT ASSOCIATES
PHILADELPHIA, Pennsylvania
·
5 registered advisors
·
CRD# 16691
SEC# 801-20018
0
215-994-1062
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PRUDENT MANAGEMENT ASSOCIATES
5 registered advisors
David Brewster Wellborn
PHILADELPHIA, Pennsylvania
CRD# 1404182
David Bruce Kantor
PHILADELPHIA, Pennsylvania
CRD# 2714486
Edward Louis Snitzer
PHILADELPHIA, Pennsylvania
CRD# 1392848
Fred Daniel Snitzer
PHILADELPHIA, Pennsylvania
CRD# 3076181
Marshall Edward Blume
PHILADELPHIA, Pennsylvania
CRD# 1392857
05
Office Locations
PHILADELPHIA, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. PRUDENT MANAGEMENT ASSOCIATES (CRD# 16691) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.