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 registered investment adviser organized as an LLC and SEC-registered in 2024. The firm markets itself to individuals and families and operates with a family-office orientation, acting as a capital allocator that selects third-party managers in addition to managing client portfolios directly. Its advisory scope includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and manager selection. Fee arrangements are multi-faceted—percentage-of-AUM, hourly, and fixed-fee structures are all used. The firm does not identify itself as an active ESG investor and is not designated 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
- 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 37Active vs passive
$37.5M in ETFs
58%
$21.6M
40%
$15.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | JP Morgan | Active | Derivative Income | $3.1M | 50,464 | 8.27% |
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
Similar firms
Peak American Investment Advisors, Inc.
RIAPlano, TX
Eubank, Hutson & Associates, LLC
RIAPlano, TX
Spectrum Advisors, Inc.
RIAPlano, TX
Mytimeequity
RIAPlano, TX
Fulcrum Wealth Management
RIAPlano, TX
White Rock Oil & Gas Holdings, LLC
RIAPlano, TX