Prudent Management Associates

Prudent Management Associates (CRD# 16691) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,052,758,169 in 630 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2001 Market Street, Suite 3910, Philadelphia, PA 19103
https://www.prudentmanagement.com
By the Numbers
  • Total Assets Under Management
    1,053
    MILLION
  • Total Number of Accounts
    630
    ACCOUNTS
  • Average Account Value
    $1,671,045
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
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NJ, NY, PA

Financial Advisors at Prudent Management Associates
Showing 1 - 5 of 5 top financial advisors.
1
Keith Hardman, financial advisor Philadelphia PA
Keith J. Hardman
CRD#: 3073342
2001 Market Street, Suite 3910, 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.

2
Richard Lerch, financial advisor Philadelphia PA
Richard J. Lerch
CRD#: 2561551
2001 Market Street, Suite 3910, 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 Snitzer, financial advisor Philadelphia PA
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 37 years of experience in the finance industry.

4
Fred Snitzer, financial advisor Philadelphia PA
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 21 years of experience in the finance industry.

5
Daniel Berkowitz, financial advisor Philadelphia PA
Daniel B. Berkowitz
CRD#: 7169388
2001 Market Street, Suite 3910, 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals