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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-04-1983
- Office Locations
- 2
Office Locations
About Prudent Management Associates
Prudent Management Associates (PMA) is a Philadelphia-based investment manager providing portfolio management and financial guidance for high-net-worth individuals, multi-generational families, retirees, academic professionals, young professional couples, and not-for-profits in the tri-state area. Its approach emphasizes rigorous academic principles, personalized asset allocation, and retirement spending-plan scenario planning, with long-tenured client relationships and custodial access through Fidelity/NFS and Vanguard.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 27, 2026, reported AUM increased 8.0%, from $1.1B to $1.2B.
Across 5 reported observations, AUM increased 0.6% between October 28, 2022 and March 27, 2026, from $1.2B to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 231 clients, or 38.5 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 2 reported office locations and 42 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
FRED DANIEL SNITZER
Managing Director
- CRD
- #3076181
- Ownership
- Less than 5%
PAUL DAVID SNITZER
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Daniel Benjamin Berkowitz
Director
- CRD
- #7169388
KEITH J HARDMAN III
Financial Advisor
- CRD
- #3073342
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,228,684,992 | $2,044,401 |
| Non-Discretionary | $0 | -- |
| Total | $1,228,684,992 | $2,044,401 |
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Separately Managed Accounts
SMA allocation detail is available
Prudent Management Associates has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.