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PFG PRIVATE WEALTH MANAGEMENT, LLC
18572 N. Dale Mabry Hwy
Lutz, Florida 33548
Tel: 813-286-7776
About PFG PRIVATE WEALTH MANAGEMENT, LLC
PFG PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as PFG PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 05/04/2018. They have over 1 offices throughout the country.
PFG PRIVATE WEALTH MANAGEMENT, LLC is a Lutz, Florida based Financial Planning firm with nearly $238,543,738 assets under management, offering retirement planning & investment advisory services to 1104 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282301 |
| SEC# | 801-113163 |
| Assets Managed by Firm | $238,543,738 |
| No. of Clients | 1104 |
| No. of Advisors | 8 |
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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1104 | $238,543,738 |
| Individuals (other than high net worth individuals) | 384 | $95,665,866 |
| High net worth individuals | 55 | $131,040,029 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,837,843 |
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|---|---|---|---|
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