PGI Wealth Management
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 297517
- Registered since
- November 13, 2020
- Website
- pgiwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.68%
- Individuals8.6%
- Charitable Organizations4.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
PGI Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm focuses on serving individual and family clients and operates under an owner-controlled structure. Its advisory services combine financial planning, portfolio management for individuals and small businesses, and pension consulting, while the firm also operates as an insurance broker. Fees are charged on a percentage-of-assets basis and via fixed fees. PGI 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 Equities77%
- Public Funds/Mutual Funds16%
- Derivatives4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Dustin Dorhout
Chief Investment OfficerCRD 6695802
Contacts
3 of 8
Katie White
Investment AdvisorCRD 3114760
Dean Jacklitch
InvestorCRD 7303787
Nicholas Mcelroy
Investment Advisor RepresentativeCRD 6206273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$138M in ETFs
31%
$43.2M
57%
$94.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $11.5M | 31,098 | 8.33% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 13680 Highway 9 N
- Time zone
- ET (UTC-5)
- Office locations
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