Pmadvisers

RIASEC RegisteredEst. 2018

Total AUM

$1.5M

Discretionary

$1.5M

100% of AUM

Avg account

$375K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 292085
Registered since: April 20, 2018
Website: www.pmadvisers.net
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pmadvisers is an independent Registered Investment Adviser, SEC-registered in 2018 and owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator that both manages portfolios and sources external managers. Its advisory capabilities span financial planning, portfolio management for individuals, small businesses and pooled vehicles, selection of other advisers, and adviser-facing activities such as publishing newsletters and running educational seminars. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and the ability to charge performance-based fees. FINTRX notes the firm is not an active ESG investor and does not operate as a multi-state adviser.