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Prudent Man Investment Management Inc

● SEC registered since 1988CRD 104574SEC# 801-33304Lousiville, CO
Export (members)
Reg. AUM
$323.7M
Employees
4
Accounts
229
Location
Lousiville, CO

Prudent Man Investment Management Inc assets under management

Prudent Man Investment Management Inc operates as an SEC-registered investment adviser based in Lousiville, CO. The firm has been registered since 1988. It reports $323.7 million in regulatory assets under management and employs 4 people.

Prudent Man Investment Management Inc owners & executives

2 reported
NameTitleOwnershipSince
Christopher Patrick Reading ControlPresident, Sr. Portfolio ManagerOver 75%2012
Keith Jeffrey DiamondExecutive Vice President And Chief Compliance OfficerUnder 5%2005

Frequently asked questions

How much does Prudent Man Investment Management Inc manage?

Prudent Man Investment Management Inc reports $323.7 million in regulatory assets under management on its Form ADV.

How many employees does Prudent Man Investment Management Inc have?

Prudent Man Investment Management Inc reports 4 employees.

Where is Prudent Man Investment Management Inc located?

Prudent Man Investment Management Inc is based in Lousiville, CO and has been SEC-registered since 1988.

Does Prudent Man Investment Management Inc disclose fund performance?

Prudent Man Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address927 Main Street, Lousiville, CO 80027
Phone303-436-1577
Fax303-436-9651
Office hours8:30a.m. - 4:30 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$311.4M
Non-discretionary$12.3M
Total (RAUM)$323.7M