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PFM ASSET MANAGEMENT LLC
PFM ASSET MANAGEMENT LLC
HARRISBURG, Pennsylvania
·
3 registered advisors
·
CRD# 122141
SEC# 801-60449
22
717-231-6200
01
Firm Overview
AUM
$176.9B
Regulatory assets under management
Employees
244
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PFM ASSET MANAGEMENT LLC
3 registered advisors
Debra Jean Goodnight
HARRISBURG, Pennsylvania
CRD# 2227096
Kenneth Eric Schiebel
HARRISBURG, Pennsylvania
CRD# 2143541
Martin Paul Margolis
HARRISBURG, Pennsylvania
CRD# 1739243
05
Office Locations
HARRISBURG, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. PFM ASSET MANAGEMENT LLC (CRD# 122141) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.