Pma Asset Management, LLC

Pma Asset Management, LLC (CRD# 301973) is a financial advisory firm headquartered in Naperville, IL. They manage $26,993,711,221 in 499 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,994
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $54,095,614
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IA, IL, MI, MN, MO, NE, NY, OK, PA, SD, TX, WI

Financial Advisors at Pma Asset Management, LLC
Showing 21 - 28 of 28 top financial advisors.
21
Kenneth D. Shuler
CRD#: 5035418
2135 Citygate Lane, 7th Floor, Naperville, IL 60563

Kenneth Shuler (CRD# 5035418) is an Investment Advisor Representative working at Pma Asset Management, LLC in Naperville, IL and has over 18 years of experience in the finance industry.

22
Michael A. Stramara
CRD#: 2236914
2135 Citygate Lane, 7th Floor, Naperville, IL 60563

Michael Stramara (CRD# 2236914) is an Investment Advisor Representative working at Pma Asset Management, LLC in Naperville, IL and has over 31 years of experience in the finance industry.

23
Brittany L. Woodruff
CRD#: 6351148
2135 Citygate Lane, 7th Floor, Naperville, IL 60563

Brittany Woodruff (CRD# 6351148) is an Investment Advisor Representative working at Pma Asset Management, LLC in Naperville, IL and has over 9 years of experience in the finance industry.

24
Courtney L. Clarke
CRD#: 5032027
1415 28th Street, Suite 200, West Des Moines, IA 50266

Courtney Clarke (CRD# 5032027) is an Investment Advisor Representative working at Pma Asset Management, LLC in West Des Moines, IA and has over 3 years of experience in the finance industry.

25
Brandon D. Engle
CRD#: 7122496
2135 Citygate Lane, 7th Floor, Naperville, IL 60563

Brandon Engle (CRD# 7122496) is an Investment Advisor Representative working at Pma Asset Management, LLC in Naperville, IL and has over 2 years of experience in the finance industry.

26
Jarett D. Felty
CRD#: 7749604
2135 Citygate Lane, 7th Floor, Naperville, IL 60563

Jarett Felty (CRD# 7749604) is an Investment Advisor Representative working at Pma Asset Management, LLC in Naperville, IL and has 1 year of experience in the finance industry.

27
Vivek D. Patel
CRD#: 7570974
2135 Citygate Lane, 7th Floor, Naperville, IL 60563

Vivek Patel (CRD# 7570974) is an Investment Advisor Representative working at Pma Asset Management, LLC in Naperville, IL and has 1 year of experience in the finance industry.

28
Kendra L. Shelland
CRD#: 5471072
5353 Wayzata Blvd, Suite 606, Saint Louis Park, MN 55416

Kendra Shelland (CRD# 5471072) is an Investment Advisor Representative working at Pma Asset Management, LLC in Saint Louis Park, MN and has over 11 years of experience in the finance industry.

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