National Retirement Planning Experts

National Coverage
Local Professionals

PFM ASSET MANAGEMENT LLC

213 Market Street
Harrisburg, Pennsylvania 17101-2141
Tel: 717-231-6200

Need a Financial Advisor?
Compare Vetted Advisors

About PFM ASSET MANAGEMENT LLC

PFM ASSET MANAGEMENT LLC, formally registered with the SEC as PFM ASSET MANAGEMENT LLC. The firm was established in 08/03/2001. They have over 21 offices throughout the country.

PFM ASSET MANAGEMENT LLC is a Harrisburg, Pennsylvania based Financial Planning firm with nearly $153,839,195,608 assets under management, offering retirement planning & investment advisory services to 1871 clients. The firm is staffed with 227 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#122141
SEC#801-60449
Assets Managed by Firm$153,839,195,608
No. of Clients1871
No. of Advisors227

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1871$153,839,195,608
Pension and profit sharing plans13$5,661,065,576
Charitable organizations35$1,625,839,948
Corporations or other businesses12$667,682,194

More Retirement Planning firms in Harrisburg, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$6,649,219,111,273208675
HAMILTON LANE
110 Washington Street, Suite 1300
Conshohocken, PA, 19428
$856,992,911,981330586
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$420,303,833,45380101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$337,512,332,679151201
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$299,191,714,6496344702124

Explore More Retirement Advisors in Harrisburg, Pennsylvania