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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PRUDENT MANAGEMENT ASSOCIATES

CRD 16691

PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:ffdada45-32d7-2c57-a6c8-8f6ead4872c9

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 3
On other graphs: 0
Observed: Dec 15, 2011 to Mar 27, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $246Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 601
Individual clients: 52
High net worth clients: 158
Custody, client assets: $135M
SEC number: 801-20018
CRD: 16691
Filings on the tape: 28
First filed: Dec 15, 2011
Latest filed: Mar 27, 2026
Organised: Partnership, PA
Website: prudentmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD LOUIS SNITZER	n/a	PHILADELPHIA, PA	34	45	n/a	no
FRED DANIEL SNITZER	n/a	PHILADELPHIA, PA	23	24	n/a	no
RICHARD JONES THOMPSON LERCH	n/a	PHILADELPHIA, PA	18	30	2	no
KEITH J HARDMAN	Certified Financial Planner	PHILADELPHIA, PA	7	12	n/a	no
Daniel Benjamin Berkowitz	Chartered Financial Analyst	PHILADELPHIA, PA	7	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KEYSTONE DEVELOPMENT SERVICES,	GENERAL PARTNER	C	yes	06/1983	Mar 27, 2026	Mar 27, 2026
SNITZER, FRED, DANIEL	MANAGING DIRECTOR	Na	yes	05/2015	Mar 27, 2026	Mar 27, 2026
SNITZER, PAUL, DAVID	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	Na	yes	03/2016	Mar 27, 2026	Mar 27, 2026
Blume, Loretta	Owner	E	yes	06/2019	Sep 6, 2019	Mar 26, 2024
BLUME, MARSHALL E. ASSOCIATES, INC	GENERAL PARTNER	C	yes	06/1983	Dec 15, 2011	Mar 26, 2024
KANTOR HOLDINGS, INC.	Member	D	yes	09/2016	Dec 20, 2016	Mar 26, 2024
KANTOR, DAVID, BRUCE	Owner	E	yes	09/2016	Dec 15, 2011	Mar 26, 2024
KEYSTONE DEVELOPMENT SERVICES, INC.	GENERAL PARTNER	C	yes	06/1983	Dec 15, 2011	Mar 26, 2024
SNITZER, ANDREW, E.	Owner	C	yes	12/2011	Apr 3, 2012	Mar 26, 2024
SNITZER, FRED, DANIEL	Owner	C	yes	12/2011	Dec 15, 2011	Mar 26, 2024
SNITZER, PAUL, DAVID	Owner	C	yes	12/2011	Apr 3, 2012	Mar 26, 2024
SOLIT, BARBARA	Owner	C	yes	12/2011	Apr 3, 2012	Mar 26, 2024
WELLBORN, DAVID, BREWSTER	Member	D	yes	12/1997	Dec 15, 2011	Mar 26, 2024
KANTWELL PARTNERS, LLC	Partner	B	no	12/1997	Mar 27, 2026	Mar 27, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.2B	$1.2B	13	6	0	n/a	n/a
2024	Mar 27, 2025	$1.1B	$1.1B	13	6	0	n/a	n/a
2023	Mar 26, 2024	$1.1B	$1.1B	13	6	0	n/a	n/a
2022	Mar 29, 2023	$1.0B	$1.0B	13	6	0	n/a	n/a
2021	Mar 28, 2022	$1.2B	$1.2B	13	6	0	n/a	n/a
2020	Mar 29, 2021	$1.1B	$1.1B	13	6	0	n/a	n/a
2019	Mar 27, 2020	$1.1B	$1.1B	13	6	0	n/a	n/a
2018	Mar 28, 2019	$1.0B	$1.0B	12	5	1	n/a	n/a
2017	Mar 29, 2018	$1.1B	$1.1B	12	4	1	n/a	n/a
2016	Mar 29, 2017	$1.0B	$1.0B	13	5	n/a	n/a	n/a
2015	Mar 29, 2016	$953M	$953M	13	5	n/a	n/a	n/a
2014	Mar 27, 2015	$1.1B	$1.1B	13	5	n/a	n/a	n/a
2013	Mar 28, 2014	$1.1B	$1.1B	13	5	n/a	n/a	n/a
2012	Mar 26, 2013	$921M	$921M	13	5	n/a	n/a	n/a
2011	Apr 3, 2012	$823M	$823M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.1B	8.0%	$1.0B	6.3%	13	13	0	0

Relationships

Registered with (6)

← Daniel Benjamin BerkowitzAdvisorregistration: current employment
Aug 29, 2019 to presentfactForm ADV
← KEITH J HARDMANAdvisorregistration: current employment
Oct 10, 2018 to presentfactForm ADV
← RICHARD JONES THOMPSON LERCHAdvisorregistration: current employment
Sep 18, 2008 to presentfactForm ADV
← FRED DANIEL SNITZERAdvisorregistration: current employment
Oct 30, 2002 to presentfactForm ADV
← EDWARD LOUIS SNITZERAdvisorregistration: current employment
Sep 23, 1991 to presentfactForm ADV
← JILL BRODER STEINBERGAdvisorregistration: previous registration
Jan 17, 2001 to Nov 9, 2006factForm ADV

Controls (10)

← WELLBORN, DAVID, BREWSTEROwnerMEMBER, ownership code D, individual
Dec 15, 2011 to Mar 26, 2024factForm ADV
← KANTOR, DAVID, BRUCEOwnerOWNER, ownership code E, individual
Dec 15, 2011 to Mar 26, 2024factForm ADV
← SNITZER, FRED, DANIELOwnerOWNER, ownership code C, individual
Dec 15, 2011 to Mar 26, 2024factForm ADV
← SNITZER, PAUL, DAVIDOwnerOWNER, ownership code C, individual
Apr 3, 2012 to Mar 26, 2024factForm ADV
← SNITZER, ANDREW, E.OwnerOWNER, ownership code C, individual
Apr 3, 2012 to Mar 26, 2024factForm ADV
← SOLIT, BARBARAOwnerOWNER, ownership code C, individual
Apr 3, 2012 to Mar 26, 2024factForm ADV
← Blume, LorettaOwnerOWNER, ownership code E, individual
Sep 6, 2019 to Mar 26, 2024factForm ADV
← BLUME, MARSHALL E. ASSOCIATES, INCOwnerGENERAL PARTNER, ownership code C, domestic entity
Dec 15, 2011 to Mar 26, 2024factForm ADV
← KANTOR HOLDINGS, INC.OwnerMEMBER, ownership code D, domestic entity
Dec 20, 2016 to Mar 26, 2024factForm ADV
← KEYSTONE DEVELOPMENT SERVICES, INC.OwnerGENERAL PARTNER, ownership code C, domestic entity
Dec 15, 2011 to Mar 26, 2024factForm ADV

Owns (1)

← KANTWELL PARTNERS, LLCOwnerPARTNER, ownership code B, domestic entity
Dec 15, 2011 to Mar 26, 2024factForm ADV

Dated events

Occurred
Sep 22, 2019
Control person left
Louis Edward Snitzer (Principal) no longer on Schedule A of Prudent Management Associates (listed 2019-09-06, absent 2019-09-22)
Form ADVobserved 3 days ago
Occurred
Sep 6, 2019
Control person joined
Loretta Blume (Owner) appeared on Schedule A of Prudent Management Associates
Form ADVobserved 3 days ago
Occurred
Mar 28, 2019
Control person left
Edward Marshall Blume (General Partner) no longer on Schedule A of Prudent Management Associates (listed 2018-03-29, absent 2019-03-28)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffdada45-32d7-2c57-a6c8-8f6ead4872c9
First observed: Dec 15, 2011
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRUDENT MANAGEMENT ASSOCIATES

CRD 16691

PHILADELPHIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ffdada45-32d7-2c57-a6c8-8f6ead4872c9

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD LOUIS SNITZER

n/a

PHILADELPHIA, PA

n/a

FRED DANIEL SNITZER

n/a

PHILADELPHIA, PA

n/a

RICHARD JONES THOMPSON LERCH

n/a

PHILADELPHIA, PA

KEITH J HARDMAN

Certified Financial Planner

PHILADELPHIA, PA

n/a

Daniel Benjamin Berkowitz

Chartered Financial Analyst

PHILADELPHIA, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KEYSTONE DEVELOPMENT SERVICES,

GENERAL PARTNER

yes

06/1983

Mar 27, 2026

SNITZER, FRED, DANIEL

MANAGING DIRECTOR

yes

05/2015

Mar 27, 2026

SNITZER, PAUL, DAVID

CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL

yes

03/2016

Mar 27, 2026

Blume, Loretta

Owner

yes

06/2019

Sep 6, 2019

Mar 26, 2024

BLUME, MARSHALL E. ASSOCIATES, INC

GENERAL PARTNER

yes

06/1983

Dec 15, 2011

Mar 26, 2024

KANTOR HOLDINGS, INC.

Member

yes

09/2016

Dec 20, 2016

Mar 26, 2024

KANTOR, DAVID, BRUCE

Owner

yes

09/2016

Dec 15, 2011

Mar 26, 2024

KEYSTONE DEVELOPMENT SERVICES, INC.

GENERAL PARTNER

yes

06/1983

Dec 15, 2011

Mar 26, 2024

SNITZER, ANDREW, E.

Owner

yes

12/2011

Apr 3, 2012

Mar 26, 2024

SNITZER, FRED, DANIEL

Owner

yes

12/2011

Dec 15, 2011

Mar 26, 2024

SNITZER, PAUL, DAVID

Owner

yes

12/2011

Apr 3, 2012

Mar 26, 2024

SOLIT, BARBARA

Owner

yes

12/2011

Apr 3, 2012

Mar 26, 2024

WELLBORN, DAVID, BREWSTER

Member

yes

12/1997

Dec 15, 2011

Mar 26, 2024

KANTWELL PARTNERS, LLC

Partner

12/1997

Mar 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.2B

n/a

2024

Mar 27, 2025

$1.1B

n/a

2023

Mar 26, 2024

$1.1B

n/a

2022

Mar 29, 2023

$1.0B

n/a

2021

Mar 28, 2022

$1.2B

n/a

2020

Mar 29, 2021

$1.1B

n/a

2019

Mar 27, 2020

$1.1B

n/a

2018

Mar 28, 2019

$1.0B

n/a

2017

Mar 29, 2018

$1.1B

n/a

2016

Mar 29, 2017

$1.0B

n/a

2015

Mar 29, 2016

$953M

n/a

2014

Mar 27, 2015

$1.1B

n/a

2013

Mar 28, 2014

$1.1B

n/a

2012

Mar 26, 2013

$921M

n/a

2011

Apr 3, 2012

$823M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1B

8.0%

$1.0B

6.3%