P
CRD: 137495
PMB Advisors
Larkspur, CA, 94939
4153365501
$117.2M Total AUM
$117.2M Disc. AUM
3.7% 3Y CAGR
1 Employees
120 ADV. Clients
14 yrs Firm Age
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- Custodian
- Lincoln Financial ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-07-2012
- Office Locations
- 1
Office Locations
101 Larkspur Landing Circle Suite 200 Larkspur CA
About PMB Advisors
PMB Advisors is a Larkspur-based RIA. The firm has been operating for 14 years. Managing $117.2M in total assets under management, with 1 advisory representatives. They custody assets with Lincoln Financial and LPL Financial. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$117.2M AVG AUM / ADVISOR
$976.3K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Frontier Radial summit Eagle
Client Personas
Pathway bridge
Investment Themes
Legacy Pioneer
Investment Vehicles
Wave delta
Services
Radial matrix Alpha glacier Timber matrix North Quantum Signal Element Vital glacier
Owner & Executives
P
PATRICK MICHAEL BERESH
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #3113695
- Ownership
- 75% or more
(588) 568-4326
momentum.vector@fusioncapital.com
in linkedin.com/in/delta-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,158,000 | $504,991 |
| Non-Discretionary | $0 | -- |
| Total | $117,158,000 | $504,991 |
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Separately Managed Accounts
Total SMA Asset: $117,158,000
Equity - Exchange:
31.1% Public Funds:
14.6% Corporate - Investment Grade:
7.2% U.S. Government/Agency:
20.7% Municipal Bonds:
11.4% Cash:
15.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,233,161,675 | 31.1% |
| Public Funds | $1,048,365,288 | 14.6% |
| Corporate - Investment Grade | $517,002,060 | 7.2% |
| U.S. Government/Agency | $1,486,380,922 | 20.7% |
| Municipal Bonds | $818,586,595 | 11.4% |
| Cash | $1,077,087,625 | 15.0% |
| Total | $7,180,584,165 | 100.0% |