Pfm Asset Management LLC

Pfm Asset Management LLC (CRD# 122141) is a financial advisory firm headquartered in Harrisburg, PA. They manage $72,397,223,579 in 2,061 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    72,397
    MILLION
  • Total Number of Accounts
    2,061
    ACCOUNTS
  • Average Account Value
    $35,127,231
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Pfm Asset Management LLC
No Advisor Found.
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