PFG Private Wealth Management, LLC
Firm details
- Headquarters
- Lutz, Florida
- CRD number
- 282301
- Registered since
- May 4, 2018
- Website
- www.pfgprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.31%
- Individuals39.62%
- Pension & Profit Sharing Plans2.99%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
PFG Private Wealth Management, LLC is an independent RIA organized as an LLC that provides advisory services to individuals, families and select institutional clients. The firm is SEC-registered (since 2018) and offers financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. Its client fee menu includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. The firm is not structured as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities74%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds8%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$234M in ETFs
94%
$219M
0%
$15M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $32.1M | 41,945 | 13.72% |
Location
Lutz, FL
Hillsborough
Location
Lutz, FL
Headquartered in Lutz, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 18572 N Dale Mabry Hwy
- Time zone
- ET (UTC-5)
- Office locations
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