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PCG WEALTH MANAGEMENT
5700 W. 112th Street,
Suite 120
Overland Park, Kansas 66211
Tel: (913) 323-3112
About PCG WEALTH MANAGEMENT
PCG WEALTH MANAGEMENT, formally registered with the SEC as PCG WEALTH MANAGEMENT. The firm was established in 12/15/2017. They have over 7 offices throughout the country.
PCG WEALTH MANAGEMENT is a Overland Park, Kansas based Financial Planning firm with nearly $765,458,126 assets under management, offering retirement planning & investment advisory services to 1795 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290977 |
| SEC# | 801-112183 |
| Assets Managed by Firm | $765,458,126 |
| No. of Clients | 1795 |
| No. of Advisors | 23 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1795 | $765,458,126 |
| Individuals (other than high net worth individuals) | 1534 | $372,216,209 |
| High net worth individuals | 189 | $354,332,943 |
| Pension and profit sharing plans | 57 | $30,079,774 |
| Charitable organizations | 8 | $2,844,265 |
| Corporations or other businesses | 2 | $1,124,646 |
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