Overview
Assets Under Management: $122 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 32
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.09
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 253
Discretionary Accounts: 245
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 312154
Last Filing Date: 2025-02-06 00:00:00
Website: https://pmgfamilyoffice.com