Pmadvisers
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
FINTRXOverview
Pmadvisers operates as an independent registered investment advisor, focusing on providing a range of financial services to individuals and families. Established in 2018, the firm emphasizes personalized financial planning and portfolio management, catering to both individual clients and small businesses. Their approach includes a variety of advisory activities, such as market timing services, educational seminars, and the selection of other advisers. Pmadvisers does not actively engage in ESG investing, which may appeal to clients with different investment philosophies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents60%
- Exchange Traded Equities30%
- US Government Bonds10%
Owners & executives
1 of 1
Rigoberto Puentes
CEOCRD 6920549
Contacts
1 of 1
Pablo Puentes
Executive DirectorCRD 6900004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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