131 Fourth Street East
Suite 215
Ketchum, Idaho 83340-9413
Tel: 208-928-7922
PGP ADVISORS, LLC, formally registered with the SEC as PGP ADVISORS, LLC. The firm was established in 07/28/2017. They have over 2 offices throughout the country.
PGP ADVISORS, LLC is a Ketchum, Idaho based Financial Planning firm with nearly $143,733,650 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 172611 |
SEC# | 801-110917 |
Assets Managed by Firm | $143,733,650 |
No. of Clients | 1 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $143,733,650 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,361,493,116 | 386 | 63 | |
$3,797,719,931 | 78 | 10 | |
$2,856,919,716 | 463 | 34 | |
$1,931,996,135 | 801 | 6 | |
$1,380,795,719 | 2334 | 19 |
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