Alejandro
Alanis
Pma Asset Management, LLC
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About this Advisor
Alejandro Alanis is a financial advisor working out of Naperville, Illinois with a total of 1 year of relevant experience. Alanis works at Pma Asset Management, LLC. Throughout their career, they have worked at Edward Jones, Bien Trucha Inc, Soccer 2000, 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. Alanis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Pma Asset Management, LLC is a company based out of Naperville, IL. The investment advisory business has offices in nine locations and a total of 69 financial advisors. It administers $20 billion in assets under management between its 543 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 543 accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Pma Asset Management, LLC has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which service is provided. However, fees charged by Pma Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pma Asset Management, LLC Brokerage Details
$20,201,030,405
69
543
$37,202,634
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
Alejandro has been registered as a financial advisor for 1 years.*
Pma Securities, LLC
Pma Financial Network, LLC
Pma Asset Management, LLC
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Edward Jones
Pivotal Home Solutions
Pma Securities, Inc
Pma Financial Network, Inc
Bien Trucha Inc
Bien Trucha Inc
Soccer 2000
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Minneapolis, MN
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Minneapolis, MN
Naperville, IL
Naperville, IL
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