Alejandro
Alanis

Pma Asset Management, LLC

CRD#6937260
Investment Advisor
in Naperville, IL

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About this Advisor

Alejandro Alanis is a financial advisor based in Naperville, Illinois, working with Pma Asset Management, LLC. Alejandro has previously held positions at Edward Jones, Soccer 2000, Bien Trucha Inc, Pivotal Home Solutions, Pma Securities, Inc, Pma Financial Network, Inc, Thrivent Investment Management Inc, Thrivent Financial, Pma Securities, LLC, Pma Financial Network, LLC, and Pma Asset Management, LLC. Alejandro has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Alejandro is part of Pma Asset Management, LLC, which operates out of Naperville, Illinois. The firm has 9 offices and 73 employees. The firm manages assets totaling $27.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pma Asset Management, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2135 Citygate Lane 7Th Floor
Naperville, IL 60563

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Pma Asset Management, LLC Brokerage Details

Total Assets Under Management

$26,993,711,221

IL Average: $6,674,516,078
Total Number of Employees

73

IL Average: 44
Total Number of Accounts

499

IL Average: 2,564
Average Account Size

$54,095,614

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alejandro Alanis Work History

2022 - Present (2 years)

Pma Securities, LLC

2022 - Present (2 years)

Pma Financial Network, LLC

2022 - Present (2 years)

Pma Asset Management, LLC

2021 - Present (3 years)

Thrivent Financial

2020 - Present (4 years)

Thrivent Investment Management Inc

2020 - 2021 (1 year)

Thrivent Financial

2018 - 2018 (< 1 year)

Edward Jones

2018 - 2018 (< 1 year)

Pivotal Home Solutions

2018 - 2020 (2 years)

Pma Securities, Inc

2018 - 2020 (2 years)

Pma Financial Network, Inc

2015 - 2015 (< 1 year)

Bien Trucha Inc

2012 - 2018 (6 years)

Soccer 2000

Disclosures

Please visit the SEC profile of Alejandro Alanis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pma Asset Management, LLC

Brittany Woodruff
Naperville, IL
Jarett Felty
Naperville, IL
Aaron Fricke
Naperville, IL
Dean Dibias
Minneapolis, MN
Timothy Flaherty
Naperville, IL
Kevin Kulling
Naperville, IL
Vivek Patel
Naperville, IL
John Huber
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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