


Prudent Management Associates Revenue
Investment Management • Philadelphia, Pennsylvania, United States • 21-50 Employees
Prudent Management Associates revenue & valuation
| Annual revenue | $12,000,000 |
| Revenue per employee | $542,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $38,200,000 |
| Total funding | No funding |
Key Contacts at Prudent Management Associates
Daniel Berkowitz
Investment Director
Richard J. T. Lerch
Managing Director
Fred Snitzer
Director
Company overview
| Headquarters | Philadelphia, Pennsylvania, United States |
| Phone number | +12159941064 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 1982 |
| Employees | 21-50 |
| Socials |
Prudent Management Associates Email Formats
Prudent Management Associates uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@prudentmanagement.com), used 94.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@prudentmanagement.com | 94.4% |
{first name}{last name} | johndoe@prudentmanagement.com | 5.6% |
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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Prudent Management Associates has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Prudent Management Associates has never raised funding before.
Prudent Management Associates Tech Stack
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Frequently asked questions
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