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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 11 offices throughout the country.

PMA ASSET MANAGEMENT, LLC is a Naperville, Illinois based Financial Planning firm with nearly $26,993,711,221 assets under management, offering retirement planning & investment advisory services to 499 clients. The firm is staffed with 73 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#301973
SEC#801-115313
Assets Managed by Firm$26,993,711,221
No. of Clients499
No. of Advisors73

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total499$26,993,711,221
Individuals (other than high net worth individuals)9$2,907,211
High net worth individuals10$24,545,512
Charitable organizations8$23,105,481
Other investment advisers2$51,523,960
Corporations or other businesses3$801,872,039

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