Prudent Management Associates

Prudent Management Associates (CRD# 16691) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,101,410,707 in 597 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,101
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $1,844,909
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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, NH, NJ, NM, NY, PA

Financial Advisors at Prudent Management Associates
Showing 1 - 6 of 6 top financial advisors.
1
Keith J. Hardman
CRD#: 3073342
1735 Market Street, Suite 3902, Philadelphia, PA 19103

Keith Hardman (CRD# 3073342) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has 1 year of experience in the finance industry. Keith Hardman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard J. Lerch
CRD#: 2561551
Philadelphia, PA 19103
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.
3
Edward L. Snitzer
CRD#: 1392848
1735 Market Street, Suite 3902, Philadelphia, PA 19103

Edward Snitzer (CRD# 1392848) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has over 34 years of experience in the finance industry.

4
Fred D. Snitzer
CRD#: 3076181
1735 Market Street, Suite 3902, Philadelphia, PA 19103

Fred Snitzer (CRD# 3076181) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has over 18 years of experience in the finance industry.

5
David B. Wellborn
CRD#: 1404182
50 Ivy Hill Road, Ridgefield, CT 06877

David Wellborn (CRD# 1404182) is an Investment Advisor Representative working at Prudent Management Associates in Ridgefield, CT and has over 24 years of experience in the finance industry.

6
Daniel B. Berkowitz
CRD#: 7169388
1735 Market Street, Suite 3902, Philadelphia, PA 19103

Daniel Berkowitz (CRD# 7169388) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has 1 year of experience in the finance industry.

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