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 registered investment adviser organized as an LLC and in operation since 2018. The firm serves both individual and family clients as well as institutional clients, offering comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational workshops. Its billing arrangements include asset-based fees as well as hourly and fixed-fee engagements, which suggests flexibility to accommodate both ongoing wealth management relationships and project-based advice. The firm does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.
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
- Exchange Traded Equities74%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds8%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1JEFFREY PERRY
President, CEOCRD 3109224
Contacts
3 of 6ROBERT PERRY
Chairman of the BoardCRD 1039834
JOAO TEIXEIRA
Director of Financial PlanningCRD 5108172
ANDREW WHITTEN
Financial AdvisorCRD 4548513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$238M in ETFs
88%
$209M
0%
$29.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $30.4M | 46,597 | 12.78% |
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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