Pmrealty Advisors, Inc. (Newport Beach)

Name: Pmrealty Advisors, Inc.
Address: 800 Newport Center Drive, Newport Beach, CA, 92660
Telephone: 949-219-5000

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.

Pmrealty Advisors: assets under management

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 firm manages $86 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.33 thousand each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pmrealty Advisors, Inc.

Thomas Cole Sutton has been acting as President since 1 Jan 1990. Jeff Cavanaugh joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Audrey Lee Milfs	Director, vice president, secretary	1 May 1984	Other	1479205
Lawrence Kevin Sullivan	Director, managing director	1 Aug 1984	Other	2307958
Christopher Guy	Vice president	1 Oct 1985	Other	2307956
James Mcwalters	Director, chief executive officer, managing director	1 Aug 1986	Other	2326493
Glenn Stanley Schafer	Director, president	1 Mar 1988	Other	1854809
Thomas Cole Sutton	Director	1 Jan 1990	Other	1479196
Laura Ritter Gaylord	Managing director	1 Oct 1990	Other	2061925
Khanh Thien Tran	Director, executive vice president, chief financial officer	1 Nov 1990	Other	2659686
Pacific Mutual Holding Company ("Pmhc")	Parent of pacific lifecorp	1 Sep 1997	75% - 100%	33-0769202
Pacific Lifecorp ("Lifecorp")	Parent of pacific life insurance company ("plic")	1 Sep 1997	75% - 100%	33-0769203
Pacific Life Insurance Company ("Plic")	Parent of pacific asset management, llc	1 Sep 1997	75% - 100%	95-1079000
Llc ("Pam Llc") Pacific Asset Management	Parent of applicant	1 Sep 1997	75% - 100%	95-1079000
Jeff Cavanaugh	Managing director	1 Feb 2002	Other	2628912

Based in Newport Beach

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.