Pmfm Inc (Watkinsville)

Name: Pmfm Inc
Address: 1061 Cliff Dawson Rd, Watkinsville, GA, 30677
Telephone: 706-583-5144

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.

Pmfm: assets under management

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 firm manages $1.12 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.74 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pmfm Inc

Donald Lawrence Beasley has been acting as President since 1 Dec 1993. Loren J Hudspeth joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Lawrence Beasley	President	1 Dec 1993	25% - 50%	1910483
Timothy Allen Chapman	Secretary/treasurer	1 Dec 1993	25% - 50%	1017416
Llc Pmfm Financial Holdings	Holding company	1 Jan 2001	75% - 100%	58-2585443
John Patrick Hiebel	Shareholder	1 Feb 2002	Other	245218
Judson Philip Doherty	Chief compliance officer	1 Oct 2004	Other	3042194
Timothy Allen Chapman	President	1 May 2006	75% - 100%	1017416
Donald Lawrence Beasley	Shareholder	1 May 2006	25% - 50%	1910483
Loren J Hudspeth	Shareholder	1 Sep 2006	Other	5280670

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Donald Lawrence Beasley	President	1 Jan 2001	25% - 50%	1910483
Timothy Allen Chapman	Secretary/treasurer	1 Jan 2001	25% - 50%	1017416
Inc. Strategic Capital Bancorp	Shareholder	1 Jan 2001	25% - 50%	37-1381337
Intellimedia Commerce	Shareholder	1 Jan 2001	Other	58-2210602
The Barbara L. Hiebel Living Trust	Shareholder	1 Feb 2002	Other	xxx-xx-xxxx
The Dyer Family Trust	Shareholder	1 Feb 2002	Other	58-6273602

Based in Watkinsville

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.