Unclaimed Profile

Martin Paul Margolis

PFM ASSET MANAGEMENT LLC·HARRISBURG, Pennsylvania

Series 6, Series 6TO, Series 26, Series 52, Series 52TO, Series 53, Series 63PFM ASSET MANAGEMENT LLC

213 MARKET STREET, HARRISBURG, PA 17101-2141CRD# 1739243Firm CRD# 122141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Paul Margolis · HARRISBURG, PA

Registration

CRD #1739243 · PFM ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Martin Paul Margolis is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with PFM ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PFM ASSET MANAGEMENT LLC

AUM

$176.9B

Regulatory assets under management

Employees

244

Total firm employees

View all advisors at PFM ASSET MANAGEMENT LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1739243

Firm CRD# 122141

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Martin Paul Margolis offer?

Martin Paul Margolis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are Martin Paul Margolis's credentials?

Martin Paul Margolis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Paul Margolis located?

Martin Paul Margolis is based in HARRISBURG, Pennsylvania, working with PFM ASSET MANAGEMENT LLC. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.

How does Martin Paul Margolis charge for services?

Martin Paul Margolis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFM ASSET MANAGEMENT LLC?

PFM ASSET MANAGEMENT LLC has approximately 244 employees and manages $176.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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