Prudent Management Associates
Investment Management
Philadelphia, Pa, United States
22 employees
- Employees
- 22
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Prudent Management Associates Overview
- Headquarters
- Philadelphia, Pa, United States
- Phone Number
- Available in AeroLeads
- Website
- prudentmanagement.com
- Industry
- Investment Management
- Employees
- 22
- Founded
- 1982
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
About Prudent Management Associates
Founded in 1982, Prudent Management Associates is a SEC registered, fee-only investment advisory firm. PMA manages about $1 billion in client assets for high net worth individuals, multi-generational families and not-for-profit organizations. PMA’s guiding investment principle is the management of risk - investors should take no more risk than is required to achieve a return appropriate for a given set of goals. Because investors do not know the future, a steady process that balances the art and science of investing is critical to success. Rigorous analysis and thoughtful pragmatism have been at the core of PMA since its beginning. PMA’s team has been privileged to serve many of our clients for 20+ years and we treasure these relationships; our clients’ interests always come first and their goals are our mission. Read more about PMA's story, investment process and personnel on our website, www.prudentmanagement.com.
Prudent Management Associates Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Prudent Management Associates Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Richard J. T. ("Jonesy") Lerch | Managing Director at Prudent Management | Philadelphia, Pennsylvania, United States |
Email
Phone
|
| Fred Snitzer | Philadelphia, Pennsylvania, United States |
Email
Phone
|
|
| Daniel Berkowitz, Cfa, Caia | Investment Director at Prudent | Philadelphia, Pennsylvania, United States |
View
|
Employees by Management Level
Director
3 profiles
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
Compare Similar Companies to Prudent Management Associates
Hamilton Lane
Financial Services
Wescott Financial Advisory Group, LLC
Investment Management
NIS
Telecommunications
Prudent Man Investment Management, Inc.
Investment Management
Rou Medical Consulting
Business Consulting And Services
Technomark Life Sciences
Venture Capital And Private Equity Principals
Professional Planning Associates, Inc.
Financial Services
Helicity Ventures
Venture Capital And Private Equity Principals
Penn SPAC
Venture Capital And Private Equity Principals