Brittany
Woodruff

Pma Asset Management, LLC

CRD#6351148
Investment Advisor
in Naperville, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brittany Woodruff is a financial advisor based in Naperville, Illinois, working with Pma Asset Management, LLC. Brittany has previously held positions at The Vanguard Group, Inc, Rbc Capital Markets, LLC, Rbc Global Asset Management (U.S) Inc, Bny Mellon, Pma Securities, LLC, and Pma Financial Network, LLC. Brittany has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Brittany 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 63, Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Brittany Woodruff Work History

2021 - Present (3 years)

Pma Securities, LLC

2021 - Present (3 years)

Pma Financial Network, LLC

2017 - 2021 (4 years)

Rbc Capital Markets, LLC

2017 - 2021 (4 years)

Rbc Global Asset Management (U.S) Inc

2017 - 2017 (< 1 year)

Bny Mellon

2014 - 2017 (3 years)

The Vanguard Group, Inc

Disclosures

Please visit the SEC profile of Brittany Woodruff 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started