Overview
Assets Under Management: $324 million
Headquarters: LOUSIVILLE, CO
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 229
Discretionary Accounts: 226
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 104574
Last Filing Date: 2025-02-21 00:00:00
Website: https://prudentman.com