PMG FAMILY OFFICE, LLC

Overview

PMG Family Office, LLC is an independent RIA organized as an LLC that positions itself as a family-oriented wealth manager and capital allocator for individual and family clients. The firm is SEC-registered (2024) and provides a mix of financial planning and portfolio management services across individual, small business and institutional client types, and it also offers selection-of-other-advisers services. Fee arrangements include asset-based fees, hourly charges and fixed fees. PMG identifies as a non-ESG investor and does not list multi-state adviser or pension-consulting roles. As a self-described family office, PMG combines advisory duties with capital-allocation activity: it manages discretionary mandates, maintains non-discretionary relationships, and places capital with third-party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives