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PMA ASSET MANAGEMENT, LLC

2135 Citygate Lane
7th Floor
Naperville, Illinois 60563
Tel: 630-657-6400

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About PMA ASSET MANAGEMENT, LLC

PMA ASSET MANAGEMENT, LLC, formally registered with the SEC as PMA ASSET MANAGEMENT, LLC. The firm was established in 04/02/2019. They have over 10 offices throughout the country.

PMA ASSET MANAGEMENT, LLC is a Naperville, Illinois based Financial Planning firm with nearly $20,201,030,405 assets under management, offering retirement planning & investment advisory services to 543 clients. The firm is staffed with 69 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#301973
SEC# 801-115313
Assets Managed by Firm $20,201,030,405
No. of Clients 543
No. of Advisors 69

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total543$20,201,030,405
Individuals (other than high net worth individuals)9$2,798,133
High net worth individuals12$26,486,359
Charitable organizations7$14,698,199
Other investment advisers2$47,300,301
Corporations or other businesses4$783,254,576
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