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PTMA INVESTMENT ADVISORS
PRUDENT MAN ADVISORS, LLC
CRD 301973 · SEC 801-115313
2135 CITYGATE LANE, 7TH FLOOR, NAPERVILLE, IL, 60563, United States
Phone
630-657-6400
Fax
630-718-8701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$30.59B
Discretionary AUM
$28.56B
Team
157 total employees; 81 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.4M |
| High net worth individuals | 8 | $26.2M |
| Pooled investment vehicles | 12 | $27.05B |
| Charitable organizations | 8 | $38.2M |
| State/municipal entities | 108 | $1.81B |
| Other investment advisers | 2 | $48.6M |
| Insurance companies | 12 | $422.4M |
| Corporations/business entities | 3 | $1.20B |
States served
CO, IL, IA, MI, MN, NE, NY, OK, PA, WI, MO, TX, NH, FL, SD
All web addresses on file
- HTTP://WWW.PMANETWORK.COM
- HTTPS://WWW.LINKEDIN.COM/SHOWCASE/PRUDENT-MAN-ADVISORS
- https://www.linkedin.com/company/pma-financial-network/
- https://www.linkedin.com/showcase/pma-securities-inc./
- https://www.investwisc.com
- https://www.npait.com
- https://www.investmocaat.com
- https://www.psdlaf.org
- https://www.olaponline.org
- https://www.iprimetrust.org
- https://www.ipait.org
- https://www.isjit.org/
- http://www.investmntrust.org
- http://www.sdfit.org
- https://x.com/psdlaf
- https://ptma.com/
- https://www.linkedin.com/company/ptma-financial-solutions/
- https://www.linkedin.com/showcase/ptma-funding/
- https://nhpdip.com/
Official SEC filing: View on IAPD