PRACTICE FINANCIAL GROUP
Firm details
- Headquarters
- JACKSONVILLE, Oregon
- CRD number
- 289256
- Registered since
- January 9, 2020
- Website
- www.pfg-investments.com
- Custodians
- CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans65.34%
- HNWI23.55%
- Individuals11.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Practice Financial Group is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2020. The firm serves both individual/family and institutional clients and operates as a capital allocator that sources third‑party managers in addition to managing client portfolios directly. Its fee mix includes percentage‑of‑AUM charging and fixed fees. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor.
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 Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Weston Penkert
Chief Compliance OfficerCRD 7975253
Contacts
3 of 9Ryan Fiegi
Financial PlannerCRD 7188274
CHAD ROGERS
PartnerCRD 7342122
Ekaterina Kostenko
Financial PlannerCRD 7033093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 518Active vs passive
$872M in ETFs
78%
$678M
17%
$193M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $46.6M | 920,333 | 5.34% |
Location
JACKSONVILLE, OR
JACKSON
Location
JACKSONVILLE, OR
Headquartered in JACKSONVILLE, OR, anchoring the Medford-Grants Pass, OR metro in the West.
- Metro area
- Medford-Grants Pass, OR
- Region
- West
- County
- JACKSON
- Address
- 725 N 5th St
- Time zone
- PT (UTC-8)
- Office locations
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