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PPM AMERICA INC

CHICAGO, IL · CRD 107269 · IAPD ↗ · 312-634-2500

$93.79BRegulatory AUM
117Advisory reps
217Employees
1Clients
n/aPlanning clients
11Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — PPM AMERICA INC reported RAUM up 26% ($74.48B -> $93.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — PPM AMERICA INC grew from 112 to 117 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — PPM AMERICA INC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — PPM AMERICA INC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.