PMA WEALTH MANAGEMENT

Overview

PMA Wealth Management is a small, privately owned wealth advisory firm organized as a corporation that serves individual, family and institutional clients. Its advisory work focuses on portfolio management for individuals and small businesses and the firm also operates as an insurance broker. The firm charges fees as a percentage of assets under management and does not position itself as an ESG-active manager. PMA appears not to operate as a multi-state adviser and is not identified as a capital allocator in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives