Overview
Assets Under Management: $1.3 billion
Headquarters: WILLIAMSBURG, VA
High-Net-Worth Clients: 314
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 314
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,685
Discretionary Accounts: 2,677
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 116218
Filing ID: 2011287
Last Filing Date: 2025-08-28 14:53:00
Website: https://pbmareswealth.com