Pmadvisers
SEC RegisteredBienvenido a la manera moderna de invertir
About the firm
PMAdvisers es una firma de Asesoría de Inversiones Registrada (RIA) regulada por la Comisión de Valores y Bolsa (SEC) de los Estados Unidos, con número CRD #292085. Brindan asesoría financiera independiente enfocada en los intereses del cliente, sin captar dinero directamente, y trabajan con brokers/custodios autorizados para que el cliente mantenga el control de sus inversiones en todo momento.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asesoría de inversiones independiente, planificación financiera personal, creación de planes de inversión según objetivos de vida, y orientación para abrir cuentas con brokers/custodios autorizados.
Who they serve
Altos ejecutivos y empresarios que buscan proteger y hacer crecer su dinero sin costosos intermediarios ni conflicto de intereses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $1.3M |
10 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $100,000 | 3.00% |
| $100,000 - $250,000 | 2.00% |
| $250,000 - $1,000,000 | 1.75% |
| $1,000,000 - $5,000,000 | 1.50% |
| $5,000,000 - $10,000,000 | 1.00% |
| Over $10,000,000 | 0.00% |
Data as of July 9, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pmadvisers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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