RIA Intel›Advisers›Pennsylvania›PFM ASSET MANAGEMENT LLC

PFM ASSET MANAGEMENT LLC

Advisory

N·HARRISBURG, PA

Data as of Apr 8, 2024 · Source: SEC Form ADV

Total AUM

$176.9B

1-Year AUM Growth

+15.0%

3-Year CAGR

+13.3%

Employees

215

Assets Under Management

Total AUM$176.9B

Discretionary AUM$176.3B

Non-Discretionary AUM$545M

Discretionary %99.7%

Total Clients—

Team

Total Employees215

Investment Advisers244

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record77

First FilingJul 27, 2001

Latest FilingApr 8, 2024

🔒 Full AUM trend chart and 77 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PFM ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.