PFG Advisors
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 173344
- Registered since
- December 1, 2014
- Website
- www.pfgteam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.72%
- Individuals47.5%
- Corporations / Businesses2.2%
- Other0.29%
- Pension & Profit Sharing Plans0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
PFG Advisors is an independent registered investment adviser structured as an LLC and operating since its SEC registration in 2014. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. PFG identifies industry relationships with accountants and an insurance company; it does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities21%
- Cash & Cash Equivalents12%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1MICHAEL PRIOR
Chief Executive OfficerCRD 2646460
Contacts
3 of 78GAVIN GROVE
Investment Advisor RepresentativeCRD 7586230
Julian Gottshall
Financial AdvisorCRD 7240859
MICHAEL MELBY
Investment Advisor RepresentativeCRD 1097937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 626Active vs passive
$1.8B in ETFs
72%
$1.3B
20%
$497M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $48.2M | 150,333 | 2.72% |
Location
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 3200 N Central Ave
- Time zone
- MT (UTC-7)
- Office locations
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