213 Market Street
Harrisburg, Pennsylvania 17101-2141
Tel: 717-231-6200
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122141 |
SEC# | 801-60449 |
Assets Managed by Firm | $153,839,195,608 |
No. of Clients | 1871 |
No. of Advisors | 227 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1871 | $153,839,195,608 |
Pension and profit sharing plans | 13 | $5,661,065,576 |
Charitable organizations | 35 | $1,625,839,948 |
Corporations or other businesses | 12 | $667,682,194 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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