Thomas
Lanzara

Pma Asset Management, LLC

CRD#6069739
Investment Advisor
in Naperville, IL

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About this Advisor

Thomas Lanzara is a financial advisor based in Naperville, Illinois, working with Pma Asset Management, LLC. Thomas has previously held positions at Pma Financial Network, Inc and Pma Securities. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Thomas 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

Thomas Lanzara Work History

2012 - Present (12 years)

Pma Financial Network, Inc

2012 - Present (12 years)

Pma Securities

Disclosures

Please visit the SEC profile of Thomas Lanzara 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

Aaron Fricke
Naperville, IL
Timothy Flaherty
Naperville, IL
Brittany Woodruff
Naperville, IL
Kevin Kulling
Naperville, IL
Jarett Felty
Naperville, IL
Dean Dibias
Minneapolis, MN
Caleb Walter
Naperville, IL
Vivek Patel
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.

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