Overview
Assets Under Management: $122 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 32
Average Client Assets: $4 million
Frequently Asked Questions
PMG FAMILY OFFICE, 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 #312154), PMG FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
PMG FAMILY OFFICE, LLC is headquartered in PLANO, TX.
PMG FAMILY OFFICE, LLC serves 32 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, PMG FAMILY OFFICE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PMG FAMILY OFFICE, LLC manages $122 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, PMG FAMILY OFFICE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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