Overview
Assets Under Management: $742 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 72
Average Client Assets: $2.4 million
Frequently Asked Questions
PGR SOLUTIONS, 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 #119490), PGR SOLUTIONS, LLC is subject to fiduciary duty under federal law.
PGR SOLUTIONS, LLC is headquartered in SAN JOSE, CA.
PGR SOLUTIONS, LLC serves 72 high-net-worth clients according to their SEC filing dated May 18, 2018. View client details ↓
According to their SEC Form ADV, PGR SOLUTIONS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PGR SOLUTIONS, LLC manages $742 million in client assets according to their SEC filing dated May 18, 2018.
According to their SEC Form ADV, PGR SOLUTIONS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.84%
Average Client Assets: $2.4 million
Total Client Accounts: 925
Discretionary Accounts: 897
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 119490
Filing ID: 1218947
Last Filing Date: 2018-05-18 12:50:00