Overview
Assets Under Management: $117 million
Headquarters: LARKSPUR, CA
High-Net-Worth Clients: 53
Average Client Assets: $1.8 million
Frequently Asked Questions
PMB ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137495), PMB ADVISORS is subject to fiduciary duty under federal law.
PMB ADVISORS is headquartered in LARKSPUR, CA.
PMB ADVISORS serves 53 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, PMB ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PMB ADVISORS manages $117 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, PMB ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.93%
Average Client Assets: $1.8 million
Total Client Accounts: 232
Discretionary Accounts: 232
Regulatory Filings
CRD Number: 137495
Filing ID: 2051311
Last Filing Date: 2026-02-18 14:08:14