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Martin Paul Margolis

PFM ASSET MANAGEMENT LLC·HARRISBURG, Pennsylvania
Unclaimed Profile
213 MARKET STREET, HARRISBURG, PA 17101-2141CRD# 1739243Firm CRD# 122141
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PFM ASSET MANAGEMENT LLC
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1739243
Firm CRD# 122141
8 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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