Pmadvisers

Overview

Pmadvisers is an independent, individual-owned registered investment adviser that began operating in 2018 and positions itself as a capital allocator for individual and family clients. The firm offers a broad set of advisory services: financial planning; portfolio management for individuals, small businesses and pooled vehicles; portfolio management for businesses or institutions; selection of other advisers; and publication of periodicals or newsletters. It also lists market timing services and educational seminars/workshops among its activities. The firm uses multiple fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — which supports flexible billing across traditional advisory mandates and alternative or performance-linked structures. Pmadvisers is not identified as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives