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 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.
SEC Current Status | Approved |
Firm CRD# | 301973 |
SEC# | 801-115313 |
Assets Managed by Firm | $20,201,030,405 |
No. of Clients | 543 |
No. of Advisors | 69 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 543 | $20,201,030,405 |
Individuals (other than high net worth individuals) | 9 | $2,798,133 |
High net worth individuals | 12 | $26,486,359 |
Charitable organizations | 7 | $14,698,199 |
Other investment advisers | 2 | $47,300,301 |
Corporations or other businesses | 4 | $783,254,576 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$902,656,985,580 | 41219 | 726 | |
$400,637,542,107 | 425 | 193 | |
$346,833,814,021 | 1713518 | 479 | |
$248,648,334,766 | 70634 | 421 | |
$209,018,543,172 | 551 | 271 |
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