Promanage, LLC

RIASEC Registered

Total AUM

$4.1B

Discretionary

$4.1B

100% of AUM

Avg account

$1.4B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 133357
Registered since: December 13, 2004
Website: promanageplan.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Financial PlanningPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Promanage, LLC is a limited liability company that acts as a capital allocator and provides institutional advisory services. The firm is SEC-registered (initial registration in 2004) and serves an institutional client base, with explicit capabilities in pension consulting, portfolio management for businesses and institutions, financial planning services, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Promanage is not identified as an active ESG investor and reports a mixed ownership structure (domestic entity and individual).