PBMARES WEALTH MANAGEMENT LLC

Tel: 757.229.7180 4801 Courthouse Street Suite 128 Williamsburg, Virginia 23188

About PBMARES WEALTH MANAGEMENT LLC

PBMARES WEALTH MANAGEMENT LLC is a Williamsburg, Virginia based financial advisory firm with nearly $1,302,024,713 in assets under management and provides investment advisory services for 2685 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

116218

Firm SEC#:

801-62425

Assets Under Management:

$1,302,024,713

No. of Clients:

2685

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (CONSULTING)

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