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 30 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 14 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 20 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.

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