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Home > Retirement Planners > virginia > williamsburg > PBMARES WEALTH MANAGEMENT LLC
PBMARES WEALTH MANAGEMENT LLC
4801 Courthouse Street
Suite 128
Williamsburg, Virginia 23188
Tel: 757.229.7180
About PBMARES WEALTH MANAGEMENT LLC
PBMARES WEALTH MANAGEMENT LLC, formally registered with the SEC as PBMARES WEALTH MANAGEMENT LLC. The firm was established in 10/21/2003. They have over 12 offices throughout the country.
PBMARES WEALTH MANAGEMENT LLC is a Williamsburg, Virginia based Financial Planning firm with nearly $971,417,267 assets under management, offering retirement planning & investment advisory services to 2270 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 116218 |
| SEC# | 801-62425 |
| Assets Managed by Firm | $971,417,267 |
| No. of Clients | 2270 |
| No. of Advisors | 19 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2270 | $971,417,267 |
| Individuals (other than high net worth individuals) | 605 | $181,628,818 |
| High net worth individuals | 256 | $780,350,090 |
| Pension and profit sharing plans | $2,262,252 | |
| Charitable organizations | Fewer than 5 clients | $1,226,837 |
| Corporations or other businesses | Fewer than 5 clients | $5,949,270 |
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