Pmfm Inc is a large advisory firm based in Watkinsville. It manages $1.12 billion of regulatory assets for 47,203 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.
Pmfm provides portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pmfm Inc is $1.12 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 657% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pmfm Inc for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Lawrence Beasley has been acting as President since 1 Dec 1993. Loren J Hudspeth joined the executive team most recently as the Shareholder.
The principal office where Pmfm Inc performs its advisory services is located at 1061 Cliff Dawson Rd, Watkinsville, GA 30677, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706-583-5144 or by fax 706-353-9832. The normal business hours are 9:00 to 5:00 est on Monday - Friday. You can find more information about the New York firm at www.pmfm.com.