Paula
Cooper
Pma Asset Management, LLC
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About this Advisor
Paula Cooper is a financial advisor operating out of Naperville, Illinois with a total of 4 years of relevant experience. Cooper is on the advisory team at Pma Asset Management, LLC. Over the course of their career, they have held roles at Pma Securities, LLC and Pma Financial Network, LLC. Cooper holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Pma Asset Management, LLC is a registered investment business operating out of Naperville, IL. The investment advisory business has offices in nine locations and a total of 69 people on staff. It administers $20 billion in assets between its 543 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 543 client accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. The firm offers a broad array 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 for financial management vary depending on the services. However, fee types 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
Paula Cooper Work History
Paula has been registered as a financial advisor for 4 years.*
Pma Securities, LLC
Pma Financial Network, LLC
*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 Paula Cooper 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
Minneapolis, MN
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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