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Pfs Investments Inc.

● SEC registered since 2011CRD 10111SEC# 801-72263Duluth, GA
Export (members)
Reg. AUM
$11.16B
Employees
3,762
Accounts
70,434
Location
Duluth, GA

Pfs Investments Inc. assets under management

Pfs Investments Inc. is a registered investment adviser overseen by the SEC based in Duluth, GA. The firm has been registered since 2011. It reports $11.2 billion in regulatory assets under management and employs 3,762 people.

Pfs Investments Inc. owners & executives

13 reported
NameTitleOwnershipSince
Brian Steven Weigle ControlDirector And Executive Vice PresidentUnder 5%2023
Daniel Aaron Woodring ControlExecutive Vice President And Chief Compliance OfficerUnder 5%2011
Dasia Deborah Coley ControlVice President And Chief Financial OfficerUnder 5%2024
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Frequently asked questions

How much does Pfs Investments Inc. manage?

Pfs Investments Inc. reports $11.2 billion in regulatory assets under management on its Form ADV.

How many employees does Pfs Investments Inc. have?

Pfs Investments Inc. reports 3,762 employees.

Where is Pfs Investments Inc. located?

Pfs Investments Inc. is based in Duluth, GA and has been SEC-registered since 2011.

Does Pfs Investments Inc. disclose fund performance?

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

Contact & registration

Address1 Primerica Parkway, Duluth, GA 30099-0001
Phone833-786-0550
Fax470-564-6222
Office hours08:30-17:30
SEC regionAtlanta Regional Office (ARO)
CIK354497
Discloses disciplinary historyYes

Assets under management

Discretionary$11.16B
Non-discretionary$0
Total (RAUM)$11.16B