Overview
Assets Under Management: $614 million
Headquarters: NORTH PLATTE, NE
High-Net-Worth Clients: 6
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.28
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 2,991
Discretionary Accounts: 2,974
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 173719
Filing ID: 1996639
Last Filing Date: 2025-06-11 08:52:00
Website: https://pfaretire.com