Prudent Management Associates
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1735 Market St Ste 3902, Philadelphia, P...

Phone Number

(215) 994-1062

Revenue

<$5 Million

Industry

Finance Securities Trading

About Prudent Management Associates

Prudent Management Associates offers investment management services tailored for high net worth individuals and not-for-profit institutions. With over 40 years of experience, they focus on helping clients achieve long-term financial goals through a personalized approach grounded in academic principles. Their clientele includes multi-generational families, retirees, academic professionals, young professional couples, and various not-for-profit organizations. PMA is dedicated to building trust and long-lasting relationships with clients by managing their investments with integrity and care.Explore more
Prudent Management Associates's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Prudent Management Associates Org Chart

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Chief Information Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prudent Management Associ...

<$5M
11-50
Private
-
1982
JF
Joseph FurkaChief Information Officer
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
11-50
Private
-
2005
RK
Ramcharan KalicharanManaging Director
<$5M
11-50
Private
<$5M
2007
DT
Dennis TraceyManaging Director
<$5M
11-50
Private
-
1999
Eric Bertonazzi, Chairman & Chief Executive Officer at Wainwright Investment Counsel
Eric BertonazziChairman & CEO
<$5M
1-10
Private
-
1976
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Prudent Management Associates Tech Stack

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Frequently Asked Questions Regarding Prudent Management Associates

What is Prudent Management Associates's official website?
Prudent Management Associates's official website is www.prudentmanagement.com
What is Prudent Management Associates's Revenue?
Prudent Management Associates's revenue is <$5 Million
What is Prudent Management Associates's SIC code?
Prudent Management Associates's SIC: 62,628
What is Prudent Management Associates's NAICS code?
Prudent Management Associates's NAICS: 52,523
How many employees does Prudent Management Associates have?
Prudent Management Associates has 11-50 employees
What industry does Prudent Management Associates belong to?
Prudent Management Associates is in the industry of: Finance, Securities Trading
What is Prudent Management Associates competition?
Prudent Management Associates top competitors include: Glovista Investments, Garrett Nagle, The Institute for Wealth Management, KSBM Asset Management
What technology does Prudent Management Associates use?
Some of the popular technologies that Prudent Management Associates uses are: WooCommerce, WordPress.org, Google Cloud Web Serving, Google Cloud Platform
How do I contact Prudent Management Associates?
Prudent Management Associates contact info: Phone number: (215) 994-1062 Website: www.prudentmanagement.com
What does Prudent Management Associates do?

Prudent Management Associates offers investment management services tailored for high net worth individuals and not-for-profit institutions. With over 40 years of experience, they focus on helping clients achieve long-term financial goals through a personalized approach grounded in academic principles. Their clientele includes multi-generational fa... milies, retirees, academic professionals, young professional couples, and various not-for-profit organizations. PMA is dedicated to building trust and long-lasting relationships with clients by managing their investments with integrity and care.Read More

What are Prudent Management Associates social media links?
Prudent Management Associates Linkedin page
Is Prudent Management Associates a public company?
Prudent Management Associates is private company therefore does not currently have an official ticker symbol
See more information about Prudent Management Associates

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