PRUDENT MANAGEMENT ASSOCIATES
CRD #16691 SEC #801-20018 PHILADELPHIA, PA 215-994-1062
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
13
Clients
25
Accounts
616
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2023 | $1B | $1B | $0 | 13 | 0 |
| Oct 2022 | $1.2B | $1.2B | $0 | 13 | 0 |
| Jul 2022 | $1.2B | $1.2B | $0 | 13 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 13 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 13 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Sep 2019 | $1B | $1B | $0 | 12 | 0 |
| Sep 2019 | $1B | $1B | $0 | 12 | 0 |
| Mar 2019 | $1B | $1B | $0 | 12 | 0 |
| Mar 2018 | $1.1B | $1.1B | $0 | 12 | 0 |
| Apr 2017 | $1B | $1B | $0 | 13 | 300 |
| Mar 2017 | $1B | $1B | $0 | 13 | 300 |
| Dec 2016 | $952.8M | $952.8M | $0 | 13 | 300 |
| Dec 2016 | $952.8M | $952.8M | $0 | 13 | 300 |
| Mar 2016 | $952.8M | $952.8M | $0 | 13 | 300 |
| Mar 2015 | $1.1B | $1.1B | $0 | 13 | 300 |
| Mar 2014 | $1.1B | $1.1B | $0 | 13 | 300 |
| Mar 2013 | $921.3M | $921.3M | $0 | 13 | 300 |
| Jun 2012 | $822.8M | $822.8M | $0 | 11 | 300 |
| Apr 2012 | $822.8M | $822.8M | $0 | 11 | 300 |
| Dec 2011 | $777.6M | $777.6M | $0 | 11 | 251 |
| Mar 2010 | $711.6M | $711.6M | $0 | -- | -- |
| Mar 2007 | $780.4M | $780.4M | $0 | -- | -- |
| Dec 2006 | $705.3M | $705.3M | $0 | -- | -- |
| Mar 2006 | $705.3M | $705.3M | $0 | -- | -- |
| Jan 2006 | $705.3M | $705.3M | $0 | -- | -- |
| Nov 2005 | $690.5M | $690.5M | $0 | -- | -- |
| May 2005 | $597.4M | $597.4M | $0 | -- | -- |
| May 2005 | $597.4M | $597.4M | $0 | -- | -- |
| May 2005 | $597.4M | $597.4M | $0 | -- | -- |
| Jun 2004 | $520M | $515M | $5M | -- | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateJul 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateSep 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateApr 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients300
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients300
DateDec 2016
Total AUM$952.8M
Discretionary$952.8M
Non-Disc.$0
Employees13
Clients300
DateDec 2016
Total AUM$952.8M
Discretionary$952.8M
Non-Disc.$0
Employees13
Clients300
DateMar 2016
Total AUM$952.8M
Discretionary$952.8M
Non-Disc.$0
Employees13
Clients300
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients300
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients300
DateMar 2013
Total AUM$921.3M
Discretionary$921.3M
Non-Disc.$0
Employees13
Clients300
DateJun 2012
Total AUM$822.8M
Discretionary$822.8M
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$822.8M
Discretionary$822.8M
Non-Disc.$0
Employees11
Clients300
DateDec 2011
Total AUM$777.6M
Discretionary$777.6M
Non-Disc.$0
Employees11
Clients251
DateMar 2010
Total AUM$711.6M
Discretionary$711.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$780.4M
Discretionary$780.4M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$705.3M
Discretionary$705.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$705.3M
Discretionary$705.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$705.3M
Discretionary$705.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$690.5M
Discretionary$690.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$597.4M
Discretionary$597.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$597.4M
Discretionary$597.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$597.4M
Discretionary$597.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$520M
Discretionary$515M
Non-Disc.$5M
Employees--
Clients--