2135 Citygate Lane
7th Floor
Naperville, Illinois 60563
Tel: 630-657-6400
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 301973 |
SEC# | 801-115313 |
Assets Managed by Firm | $26,993,711,221 |
No. of Clients | 499 |
No. of Advisors | 73 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 499 | $26,993,711,221 |
Individuals (other than high net worth individuals) | 9 | $2,907,211 |
High net worth individuals | 10 | $24,545,512 |
Charitable organizations | 8 | $23,105,481 |
Other investment advisers | 2 | $51,523,960 |
Corporations or other businesses | 3 | $801,872,039 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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