Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > phoenix > PFG ADVISORS
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 132 offices throughout the country.
PFG ADVISORS is a Phoenix, Arizona based Financial Planning firm with nearly $2,830,846,519 assets under management, offering retirement planning & investment advisory services to 12918 clients. The firm is staffed with 115 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173344 |
| SEC# | 801-80797 |
| Assets Managed by Firm | $2,830,846,519 |
| No. of Clients | 12918 |
| No. of Advisors | 115 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12918 | $2,830,846,519 |
| Individuals (other than high net worth individuals) | 6481 | $1,376,118,694 |
| High net worth individuals | 697 | $1,373,092,522 |
| Pension and profit sharing plans | 12 | $7,520,772 |
| Charitable organizations | 2 | $138,940 |
| Corporations or other businesses | 42 | $64,960,689 |
More Retirement Planning firms in Phoenix, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $94,557,613,744 | 437201 | 6838 | |
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Phoenix, Arizona