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PRUDENT MAN INVESTMENT MANAGEMENT INC

UUIDc16806b7-3c55-588d-ba1c-e3e17406b43d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 104574 104574 1.0
sec_file_number 801-33304 801-33304

Profile

WebsiteHTTP://WWW.PRUDENTMAN.COM
HQ CityLOUSIVILLE
HQ StateCO
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • PRUDENT MAN INVESTMENT MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)323,733,001.0
  • RAUM (discretionary)311,428,664.0
  • Actionable assets273,104,109.0
  • Accounts229.0

Institutional Clients

  • Government AUM
  • Pension AUM12,304,337.0
  • Charitable AUM
  • HNW AUM260,799,772.0

As of 2025-02-21 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.