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PFM ASSET MANAGEMENT LLC
HARRISBURG, PA
717-231-6200
SEC #801-60449Total AUM
$176.9B
Employees
244Clients
859Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
213 MARKET STREET
HARRISBURG
PA 17101-2141
United States
HARRISBURG
PA 17101-2141
United States
Operating Hours
8:30 A.M. - 5:30 P.M. ET
Monday - Friday
Monday - Friday
Phone
717-231-6200
Other Offices
22
Financials
Total AUM
$176.9B
Accounts
1,952Discretionary
$176.3B
Accounts
1,584Non-Discretionary
$544.8M
Accounts
368
Clients
Banking Clients
3AUM
$206M
Investment Company Clients
1AUM
$0
Pooled Vehicle Clients
20AUM
$62.2B
Pension/Profit Sharing Plan Clients
14AUM
$6.6B
Charitable Organization Clients
36AUM
$1.8B
Government Entity Clients
702AUM
$81.9B
Corporation or Business Clients
16AUM
$609.4M
Other Clients
67AUM
$23.6B
Description of Other Clients
OTHER INST'L, NON-PROFITS THAT ARE NOT CHARITABLE ORG., UNIONS, FRI AND CD CLIENTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Court Injunction (Past 10 Years)Felony ChargeOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACOCTDCDEFLGAIAIDILKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNVNYOHORPARISCSDTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.