Investment adviser · CRD 122141
PFM ASSET MANAGEMENT LLC
Investment adviser filing (IA)
HARRISBURG, PA, United States · Form ADV filed Apr 8, 2024
- Regulatory AUM
- $177B Form ADV · Item 5.F
- Client accounts
- 1,952 Accounts, not individual clients
- Employees
- 244 Reported in this filing
- Advisory professionals
- 215 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 702 | $81,906,787,373 | 46.3% |
| Pooled investment vehicles | 20 | $62,163,141,380 | 35.1% |
| Other clients | 67 | $23,565,451,378 | 13.3% |
| Retirement plans | 14 | $6,616,053,145 | 3.7% |
| Charities | 36 | $1,816,508,366 | 1.0% |
| Corporations & businesses | 16 | $609,409,127 | 0.3% |
| Banks & thrifts | Fewer than 5 | $206,002,996 | 0.1% |
| Investment companies | 1 | $0 | 0.0% |
Filing source
Form ADV 1863781 · Apr 8, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 8, 2024. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
213 MARKET STREETHARRISBURG, PA, 17101-2141, United States
CRD 122141
Filing source
Form ADV 1863781 · Apr 8, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.