Overview
Assets Under Management: $934 million
Headquarters: MILTON, GA
High-Net-Worth Clients: 233
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 233
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,636
Discretionary Accounts: 1,636
Regulatory Filings
CRD Number: 297517
Last Filing Date: 2025-01-06 00:00:00
Website: https://pgiwm.com