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PGI WEALTH MANAGEMENT
13680 Highway 9
Suite C100
Milton, Georgia 30004
Tel: (888) 493-9022
About PGI WEALTH MANAGEMENT
PGI WEALTH MANAGEMENT, formally registered with the SEC as PGI WEALTH MANAGEMENT. The firm was established in 11/13/2020. They have over 6 offices throughout the country.
PGI WEALTH MANAGEMENT is a Milton, Georgia based Financial Planning firm with nearly $934,436,331 assets under management, offering retirement planning & investment advisory services to 1636 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297517 |
| SEC# | 801-119808 |
| Assets Managed by Firm | $934,436,331 |
| No. of Clients | 1636 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1636 | $934,436,331 |
| Individuals (other than high net worth individuals) | 363 | $98,583,032 |
| High net worth individuals | 227 | $797,602,675 |
| Charitable organizations | Fewer than 5 clients | $38,250,624 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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