Overview
Assets Under Management: $83 million
High-Net-Worth Clients: 27
Average Client Assets: $2.8 million
Frequently Asked Questions
PGP WEALTH SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151373), PGP WEALTH SERVICES, LLC is subject to fiduciary duty under federal law.
PGP WEALTH SERVICES, LLC serves 27 high-net-worth clients according to their SEC filing dated July 10, 2024. View client details ↓
According to their SEC Form ADV, PGP WEALTH SERVICES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PGP WEALTH SERVICES, LLC manages $83 million in client assets according to their SEC filing dated July 10, 2024.
According to their SEC Form ADV, PGP WEALTH SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.33%
Average Client Assets: $2.8 million
Total Client Accounts: 49
Discretionary Accounts: 49
Regulatory Filings
CRD Number: 151373
Filing ID: 1888531
Last Filing Date: 2024-07-10 22:13:00