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- Custodian
- Charles Schwab & Company · Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2009
- Office Locations
- 1
Office Locations
About Pmadvisers
PMAdvisers is an SEC-registered, independent RIA (CRD 292085) providing one-on-one financial planning and investment advisory to executives and entrepreneurs. Fee-only and fiduciary, the firm does not sell products or take custody of client assets; portfolios are implemented through third-party broker/custodians (e.g., Schwab or Interactive Brokers) so clients retain control. Focus includes U.S. investing and gold/USD themes.
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Owner & Executives
Pablo Andres Puentes
Associate, Manager
- CRD
- --
- Ownership
- 50% but less than 75%
Rigoberto Alonso Puentes
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000 | $162,500 |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | $162,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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