PROFESSIONAL MANAGEMENT ASSOCIATES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
NORTH ATTLEBORO, Massachusetts
CRD number
167034
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Professional Management Associates, Inc. operates as a small, privately held corporate adviser that functions primarily as a capital allocator and manager-of-managers. The firm’s stated advisory activity is the selection of other advisers, which means its core competency is sourcing, vetting and allocating client capital to external managers rather than running large proprietary investment sleeves. Its fee structure is listed as “other,” suggesting customized or non-standard billing arrangements rather than a simple AUM or wrap fee model. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Given the focus on selecting outside managers, the firm’s investment activity typically centers on constructing client exposures through third-party vehicles and mutual funds, with emphasis on manager due diligence, portfolio construction across external managers, and ongoing monitoring of delegated strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ROBERT MARKSTEIN

    Vice PresidentCRD 6173262

  • RONALD GIGLIODORO

    PresidentCRD 1662069

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORTH ATTLEBORO, MA

BRISTOL

Location

NORTH ATTLEBORO, MA

Headquartered in NORTH ATTLEBORO, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
BRISTOL
Address
79 Homeward Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth