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PMB ADVISORS
101 Larkspur Landing Circle
Suite 319
Larkspur, California 94939-1746
Tel: 415-336-5501
About PMB ADVISORS
PMB ADVISORS, formally registered with the SEC as PMB ADVISORS. The firm was established in 03/10/2020. They have over 1 offices throughout the country.
PMB ADVISORS is a Larkspur, California based Financial Planning firm with nearly $109,817,500 assets under management, offering retirement planning & investment advisory services to 218 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137495 |
| SEC# | 801-118214 |
| Assets Managed by Firm | $109,817,500 |
| No. of Clients | 218 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 218 | $109,817,500 |
| Individuals (other than high net worth individuals) | 68 | $15,600,000 |
| High net worth individuals | 55 | $91,644,000 |
| Pension and profit sharing plans | 2 | $1,985,000 |
| Corporations or other businesses | 2 | $588,500 |
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|---|---|---|---|
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