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PFG ADVISORS
3200 N. Central Ave
Suite #200
Phoenix, Arizona 85012
Tel: (800) 405-8850
About PFG ADVISORS
PFG ADVISORS, formally registered with the SEC as PFG ADVISORS. The firm was established in 12/01/2014. They have over 130 offices throughout the country.
PFG ADVISORS is a Phoenix, Arizona based Financial Planning firm with nearly $1,835,590,579 assets under management, offering retirement planning & investment advisory services to 9045 clients. The firm is staffed with 94 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 173344 |
| SEC# | 801-80797 |
| Assets Managed by Firm | $1,835,590,579 |
| No. of Clients | 9045 |
| No. of Advisors | 94 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9045 | $1,835,590,579 |
| Individuals (other than high net worth individuals) | 4594 | $915,380,777 |
| High net worth individuals | 493 | $888,551,265 |
| Pension and profit sharing plans | 10 | $5,984,551 |
| Charitable organizations | Fewer than 5 clients | $102,406 |
| Corporations or other businesses | 28 | $24,008,614 |
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