CRD: 16691
Prudent Management Associates
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Crest
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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
Ridge matrix
Summit signal quantum
- CRD
- #29866
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
Total SMA Asset: $1,228,684,992
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,977,478,103 | 100.0% |
| Total | $2,977,478,103 | 100.0% |