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Prudent Management Associates

Prudent Management Associates. CRD 16691

Prudent Management Associates logo

CRD: 16691

Prudent Management Associates

Philadelphia, PA, 19103
2159941062
$1.2B Total AUM
$1.2B Disc. AUM
6.4% 3Y CAGR
13 Employees
231 ADV. Clients
42 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Vanguard
Clients
Retail and Institutional
Platforms
Crest
Established Date
11-04-1983
Office Locations
2

Office Locations

1735 Market Street Suite 3902 Philadelphia PA
2001 Market Street Suite 3910 Philadelphia PA

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.

Team overview

48 AVG AGE
$204.8M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
16.9 yrs AVG TENURE
13 Employees
6 Advisory Reps
4 RIA Reps
42yrs Firm Age

Insights

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Asset Classes

Zenith element Quantum pioneer Vector oak Crest Zenith beacon Element peak Eagle momentum

Client Personas

Bridge summit Glacier crest

Custodian

Prime Glacier Summit capital Delta Ember catalyst

Fund Managers

Crest horizon

Investment Themes

Glacier pioneer Harbor

Investment Vehicles

Catalyst meridian Timber zenith

Services

Insight North Glacier alpha Summit

Technology

Pathway prime

Owner & Executives

FRED DANIEL SNITZER

FRED DANIEL SNITZER

Managing Director

CRD
#3076181
Ownership
Less than 5%
(677) 739-3639
eagle.momentum@eaglecapital.com
in linkedin.com/in/unison-pioneer
PAUL DAVID SNITZER

PAUL DAVID SNITZER

Chief Compliance Officer, General Counsel

CRD
--
Ownership
Less than 5%
(883) 628-8306
ember.wave@insightcapital.com
in linkedin.com/in/alpha-pathway

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Contacts

Daniel Benjamin Berkowitz

Daniel Benjamin Berkowitz

Director

CRD
#7169388
(535) 525-2268
eagle.unison@momentumcapital.com
in linkedin.com/in/unison-matrix
KEITH J HARDMAN III

KEITH J HARDMAN III

Financial Advisor

CRD
#3073342
(409) 216-1805
fusion.bridge@legacycapital.com
in linkedin.com/in/unison-beacon
R

Ridge matrix

Summit signal quantum

CRD
#29866
(672) 796-9066
summit.insight@pioneercapital.com
in linkedin.com/in/bridge-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-28-2022
03-29-2023
03-26-2024
03-27-2025
03-27-2026
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

Total SMA Asset: $1,228,684,992

$1.2B Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $2,977,478,103 100.0%
Total $2,977,478,103 100.0%

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