Pfm Asset Management LLC

Pfm Asset Management LLC (CRD# 122141) is a financial advisory firm headquartered in Harrisburg, PA. They manage $176,883,353,765 in 1,952 accounts and serve the financial needs of clients across 44 states (or territories).

Current Firm Details
213 Market Street, Harrisburg, PA 17101
http://www.pfmam.com
By the Numbers
  • Total Assets Under Management
    176,883
    MILLION
  • Total Number of Accounts
    1,952
    ACCOUNTS
  • Average Account Value
    $90,616,472
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Pfm Asset Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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