Overview
Assets Under Management: $324 million
Headquarters: LOUSIVILLE, CO
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Frequently Asked Questions
PRUDENT MAN INVESTMENT MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104574), PRUDENT MAN INVESTMENT MANAGEMENT INC is subject to fiduciary duty under federal law.
PRUDENT MAN INVESTMENT MANAGEMENT INC is headquartered in LOUSIVILLE, CO.
PRUDENT MAN INVESTMENT MANAGEMENT INC serves 98 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, PRUDENT MAN INVESTMENT MANAGEMENT INC offers portfolio management for individuals. View all service details ↓
PRUDENT MAN INVESTMENT MANAGEMENT INC manages $324 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, PRUDENT MAN INVESTMENT MANAGEMENT INC serves high-net-worth individuals. View client details ↓
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