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PMA ASSET MANAGEMENT, LLC
2135 Citygate Lane
7th Floor
Naperville, Illinois 60563
Tel: 630-657-6400
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 Status | Approved |
|---|---|
| Firm CRD# | 301973 |
| SEC# | 801-115313 |
| Assets Managed by Firm | $26,993,711,221 |
| No. of Clients | 499 |
| No. of Advisors | 73 |
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 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 |
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