PRUDENCE

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
331317
Registered since
August 12, 2024

Firm profile

FINTRX

Overview

Prudence is a corporate investment adviser that registered with the SEC in 2024 and is owned by an individual. The firm does not operate as a traditional retail RIA managing client household accounts; its activity centers on advising private investment vehicles. Prudence is not identified as an active ESG investor, does not present as a multi-state advisory platform, and is not positioned as a pension consultant or capital allocator in public filings. The firm’s business model emphasizes fund-level management rather than discretionary advisory relationships with individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • david fischer

    Co-Founder & PartnerCRD 7945570

  • GAVIN MYERS

    Managing PartnerCRD 3271256

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
135 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth