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PRUDENT MAN ADVISORS, LLC

Doing business as PTMA INVESTMENT ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$30,592,958,541
Discretionary
$28,560,083,577
Non-discretionary
$2,032,874,964

Firm details

CRD number
301973
SEC file number
801-115313
Main office
NAPERVILLE, IL, United States
Employees
157
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.