Prudent Man Investment Management, Inc

EST. AUM
$390,155,603

CONTACTS
4

CLIENT ACCOUNTS
762

Firm Details

Metro area Denver
CRD Number 104574
Website prudentman.com
Client types

Overview

Prudent Man Investment Management, founded in 1988 and headquartered in Denver, Colorado, is an SEC-registered, fee-only advisory firm specializing in personalized wealth management and financial planning. The firm serves individuals, families, trusts, and corporate retirement plans, emphasizing transparency and a disciplined approach rooted in modern portfolio theory and market efficiency. With over $325 million in assets under management, Prudent Man offers services including retirement planning, tax strategies, estate management, and corporate retirement solutions.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Prudent Man Investment Management, Inc

Platform Details

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