PMG Family Office, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 312154
- Registered since
- August 16, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.75%
- Individuals8.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
PMG Family Office, LLC is an independent, LLC-structured registered investment adviser that became SEC-registered in 2024. The firm positions itself as a capital allocator for individual and family clients, offering financial planning and portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. PMG identifies as a single-state adviser and does not emphasize ESG investing.
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 Equities23%
- Cash & Cash Equivalents12%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
William Blake
Executive DirectorCRD 5790727
Amanda Farrar
Investment Adviser RepresentativeCRD 8126270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$30.8M in ETFs
56%
$17.3M
41%
$13.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | JP Morgan | Active | Derivative Income | $2.8M | 49,758 | 8.97% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5700 W Plano Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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