Pmrealty Advisors, Inc. is an investment adviser to a business development company based in Newport Beach. It manages $86 thousand of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Pmrealty Advisors provides market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pmrealty Advisors, Inc. is $86 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pmrealty Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based 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.
Thomas Cole Sutton has been acting as President since 1 Jan 1990. Jeff Cavanaugh joined the executive team most recently as the Managing Director.
The principal office where Pmrealty Advisors, Inc. performs its advisory services is located at 800 Newport Center Drive, Newport Beach, CA 92660, 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 949-219-5000 or by fax 949-219-5089. The normal business hours are 8:00 a.m. to 5:00 p.m.. on Monday - Friday. You can find more information about the New York firm at www.pmrealty.com.