Prudent Management Associates

Prudent Management Associates (CRD# 16691) is a financial advisory firm headquartered in Philadelphia, PA. They manage $952,801,170 in 601 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    953
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $1,585,360
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CA, CO, CT, DC, FL, MD, NJ, NM, NY, PA

Financial Advisors at Prudent Management Associates
Showing 1 - 5 of 5 top financial advisors.
1
Richard J. Lerch
CRD#: 2561551
1735 Market Street, Suite 3902, Philadelphia, PA 19103
100
Wealthminder
score
Richard Lerch (CRD# 2561551) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has over 20 years of experience in the finance industry.
2
Edward L. Snitzer
CRD#: 1392848
1735 Market Street, Suite 3902, Philadelphia, PA 19103
93
Wealthminder
score

Edward Snitzer (CRD# 1392848) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has over 31 years of experience in the finance industry.

3
Fred D. Snitzer
CRD#: 3076181
1735 Market Street, Suite 3902, Philadelphia, PA 19103
93
Wealthminder
score

Fred Snitzer (CRD# 3076181) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has over 15 years of experience in the finance industry.

4
David B. Wellborn
CRD#: 1404182
50 Ivy Hill Road, Ridgefield, CT 06877
93
Wealthminder
score

David Wellborn (CRD# 1404182) is an Investment Advisor Representative working at Prudent Management Associates in Ridgefield, CT and has over 21 years of experience in the finance industry.

5
Marshall E. Blume
CRD#: 1392857
1735 Market Street, Suite 1735, Philadelphia, PA 19103
87
Wealthminder
score

Marshall Blume (CRD# 1392857) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.