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Pfg Investments, LLC

● SEC registered since 2020CRD 289256SEC# 801-117949Jacksonville, OR
Export (members)
Reg. AUM
$333.1M
Employees
24
Accounts
1,504
Location
Jacksonville, OR

Pfg Investments, LLC assets under management

Pfg Investments, LLC is an SEC-registered investment adviser based in Jacksonville, OR. The firm has been registered since 2020. It reports $333.1 million in regulatory assets under management and employs 24 people.
www.pfg-investments.comView on SEC.gov ↗

Pfg Investments, LLC owners & executives

9 reported
NameTitleOwnershipSince
Chad K Rogers ControlChief Operating OfficerUnder 5%2022
Millar Six, LLC ControlHolding Company10-25%2017
Nathan Eldon Williams ControlChief Executive OfficerUnder 5%2017
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Frequently asked questions

How much does Pfg Investments, LLC manage?

Pfg Investments, LLC reports $333.1 million in regulatory assets under management on its Form ADV.

How many employees does Pfg Investments, LLC have?

Pfg Investments, LLC reports 24 employees.

Where is Pfg Investments, LLC located?

Pfg Investments, LLC is based in Jacksonville, OR and has been SEC-registered since 2020.

Does Pfg Investments, LLC disclose fund performance?

Pfg Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address725 N. 5th Street, Suite 200, Jacksonville, OR 97530
Phone(541) 973-2602
Fax(541) 326-0833
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$16.9M
Non-discretionary$316.2M
Total (RAUM)$333.1M