Prudent Man Investment Management

$390.2MAssets under management
as of Mar 2026 · SEC Form ADV
Lousiville, CO
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Tech stack

No one at Prudent Man Investment Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Prudent Man Investment Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $277M held · filed Mar 2024