ASSET MANAGEMENT FOR PROFESSIONALS INC
SEC file number 801-56387
· WHITEFISH BAY, WI
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$433.7M
Discretionary AUM
$236M
Employees
4
Clients
—
Firm
- Address
- 421 E. SILVER SPRING DRIVE
WHITEFISH BAY, WI 53217 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- PC-Asset Management Co., Ltd Medium name-match confidence · CIK 2087961 · CO
- PM Asset Management LLC Medium name-match confidence · CIK 2062645 · FL
- Vision Asset Management Partners LLC Medium name-match confidence · CIK 2066031 · WY
- PFD Asset Management Group, LLC Medium name-match confidence · CIK 2098866 · NV
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PFD Asset Management Group, LLC · D · Apr 6, 2026$370M
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PFD Asset Management Group, LLC · D · Dec 4, 2025$500M
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PC-Asset Management Co., Ltd · D · Sep 25, 2025$100M
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Vision Asset Management Partners LLC · D · Apr 29, 2025$250K
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PM Asset Management LLC · D · Apr 8, 2025$6.8M