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Pfg Private Wealth Management, LLC

● SEC registered since 2018CRD 282301SEC# 801-113163Lutz, FL
Export (members)
Reg. AUM
$238.5M
Employees
8
Accounts
1,104
Location
Lutz, FL

Pfg Private Wealth Management, LLC assets under management

Pfg Private Wealth Management, LLC is an investment advisory firm registered with the SEC based in Lutz, FL. The firm has been registered since 2018. It reports $238.5 million in regulatory assets under management and employs 8 people.
www.facebook.com/pfgprivatewealthView on SEC.gov ↗

Pfg Private Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Douglas Perry ControlPresident/Ceo/Chief Compliance OfficerOver 75%2015
Robert Montgomery Perry ControlChairman5-10%2015

Frequently asked questions

How much does Pfg Private Wealth Management, LLC manage?

Pfg Private Wealth Management, LLC reports $238.5 million in regulatory assets under management on its Form ADV.

How many employees does Pfg Private Wealth Management, LLC have?

Pfg Private Wealth Management, LLC reports 8 employees.

Where is Pfg Private Wealth Management, LLC located?

Pfg Private Wealth Management, LLC is based in Lutz, FL and has been SEC-registered since 2018.

Does Pfg Private Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address18572 N. Dale Mabry Hwy, Lutz, FL 33548
Phone813-286-7776
Fax813-286-6512
Office hours8:30a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1799957
Discloses disciplinary historyNo

Assets under management

Discretionary$238M
Non-discretionary$542K
Total (RAUM)$238.5M