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

More Retirement Planning firms in Lutz, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Lutz, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.