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Pmg Family Office, LLC

● SEC registered since 2024CRD 312154SEC# 801-130947Plano, TX
Export (members)
Reg. AUM
$121.8M
Employees
2
Accounts
253
Location
Plano, TX

Pmg Family Office, LLC assets under management

Pmg Family Office, LLC operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2024. It reports $121.8 million in regulatory assets under management and employs 2 people.

Pmg Family Office, LLC owners & executives

7 reported
NameTitleOwnershipSince
Pmg Family Assets, LLC ControlManaging MemberOver 75%2021
William Fredrick Blake ControlChief Executive Officer & Chief Compliance OfficerUnder 5%2021
Bruce Adam QuinnellPassive Member2021
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Frequently asked questions

How much does Pmg Family Office, LLC manage?

Pmg Family Office, LLC reports $121.8 million in regulatory assets under management on its Form ADV.

How many employees does Pmg Family Office, LLC have?

Pmg Family Office, LLC reports 2 employees.

Where is Pmg Family Office, LLC located?

Pmg Family Office, LLC is based in Plano, TX and has been SEC-registered since 2024.

Does Pmg Family Office, LLC disclose fund performance?

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

Contact & registration

Address5700 West Plano Pkwy, Suite 2600, Plano, TX 75093
Phone214-550-8790
Fax214-550-6527
Office hours8 a.m. - 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.2M
Non-discretionary$14.5M
Total (RAUM)$121.8M