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Pfg Investments, LLC

● SEC registered since 2012CRD 116537SEC# 801-77166Woodbury, NY
Export (members)
Reg. AUM
$1.62B
Employees
132
Accounts
6,469
Location
Woodbury, NY

Pfg Investments, LLC assets under management

Pfg Investments, LLC is an investment advisory firm registered with the SEC based in Woodbury, NY. The firm has been registered since 2012. It reports $1.6 billion in regulatory assets under management and employs 132 people.

Pfg Investments, LLC owners & executives

6 reported
NameTitleOwnershipSince
Joseph John Trifiletti ControlPresidentUnder 5%2019
Jr Daniel Antenor ControlChief Operations OfficerUnder 5%2022
Megan Lynn Plapp ControlChief Financial OfficerUnder 5%2018
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Frequently asked questions

How much does Pfg Investments, LLC manage?

Pfg Investments, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Pfg Investments, LLC have?

Pfg Investments, LLC reports 132 employees.

Where is Pfg Investments, LLC located?

Pfg Investments, LLC is based in Woodbury, NY and has been SEC-registered since 2012.

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

Address125 Froehlich Farm Blvd., Woodbury, NY 11797
Phone631-845-5100
Fax631-845-4531
Office hours9:00 a.m. To 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.61B
Non-discretionary$7.2M
Total (RAUM)$1.62B