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Prudent Management Associates Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Prudent Management Associates is a fee-only, SEC-registered investment advisory firm based in Philadelphia. Founded in 1982, it manages about $1 billion in client assets for high net worth individuals, multi-generational families, and not-for-profit organizations. The firm's core investing principle centers on risk management, seeking to take no more risk than is necessary to achieve each client’s goals, supported by a disciplined process that combines rigorous analysis with practical judgment.

Long-standing client relationships are a hallmark, with many clients served for two decades or more, reflecting a commitment to keeping clients' interests first and aligning with their objectives. The firm operates within the investment management industry and describes itself as serving a relatively small to mid-sized team. In 2025, Prudent Management Associates was recognized as No. 78 on CNBC's Financial Advisor 100 list.

Find Prudent Management Associates employees' phone numbers or email addresses

Prudent Management Associates Global Highlights

Location
Employees

North America
23

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  • United States Of America
    22
  • Canada
    1

Asia
8

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  • India
    5
  • Pakistan
    2
  • United Arab Emirates
    1

Africa
2

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  • Uganda
    1
  • Nigeria
    1

Prudent Management Associates's Leadership

  • Stylized image of a person
    E. S.
    President
    Phone icon
  • Stylized image of a person
    S. A.
    Owner
    Phone icon
  • Stylized image of a person
    R. V.
    Director
    Phone icon
  • Stylized image of a person
    E. S.
    Founding Partnrr
    Phone icon
  • Stylized image of a person
    A. B.
    Business Consultant & Analyst
    Phone icon
  • Stylized image of a person
    M. B.
    Financial Specialist
    Phone icon
  • Stylized image of a person
    G. B.
    Recovery
    Phone icon

Prudent Management Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Legal
  • Business
  • Community & Social Services
  • Other

Contact profiles from Prudent Management Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. S.
    President
    Phone icon
    Feb 23, 2023
  • Stylized image of a person
    S. A.
    Owner
    Phone icon
    Ireland
    Aug 01, 2026
  • Stylized image of a person
    R. V.
    Director
    Phone icon
    IndiaTamil Nadu
    Mar 23, 2026
  • Stylized image of a person
    E. S.
    Founding Partnrr
    Phone icon
    Jul 31, 2026
  • Stylized image of a person
    A. B.
    Business Consultant & Analyst
    Phone icon
    CanadaBritish Columbia
    Dec 31, 2025
  • Stylized image of a person
    M. B.
    Financial Specialist
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    G. B.
    Recovery
    Phone icon
    IndiaTamil Nadu
    Mar 23, 2026

Frequently Asked Questions

What is Prudent Management Associates known for?

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Prudent Management Associates was founded in 1982 operates in the Investment Management industry. Explore Prudent Management Associates's company overview page for more information.

What is Prudent Management Associates's most common email format?

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Prudent Management Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prudent Management Associates email formats with LeadIQ.

How many employees does Prudent Management Associates have currently?

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Prudent Management Associates has approximately 21 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaAfrica.

Who are Prudent Management Associates's key employees and leadership?

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As of July 2026, Prudent Management Associates's key employees include:

  • President: E. S.
  • Owner: S. A.
  • Director: R. V.
  • Founding Partnrr: E. S.
  • Business Consultant & Analyst: A. B.

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