PROFESSIONAL MANAGEMENT ASSOCIATES, INC.
Firm details
- Headquarters
- NORTH ATTLEBORO, Massachusetts
- CRD number
- 167034
- Website
- association-partners.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Professional Management Associates, Inc. operates as a small, privately held corporate adviser that functions primarily as a capital allocator and manager-of-managers. The firm’s stated advisory activity is the selection of other advisers, which means its core competency is sourcing, vetting and allocating client capital to external managers rather than running large proprietary investment sleeves. Its fee structure is listed as “other,” suggesting customized or non-standard billing arrangements rather than a simple AUM or wrap fee model. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Given the focus on selecting outside managers, the firm’s investment activity typically centers on constructing client exposures through third-party vehicles and mutual funds, with emphasis on manager due diligence, portfolio construction across external managers, and ongoing monitoring of delegated strategies.
Assets & Accounts
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
Contacts
2 of 2ROBERT MARKSTEIN
Vice PresidentCRD 6173262
RONALD GIGLIODORO
PresidentCRD 1662069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTH ATTLEBORO, MA
BRISTOL
Location
NORTH ATTLEBORO, MA
Headquartered in NORTH ATTLEBORO, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BRISTOL
- Address
- 79 Homeward Ln
- Time zone
- ET (UTC-5)
- Office locations
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