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 registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves both individual/family and institutional clients and charges a mix of asset-based and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work and the selection of third-party advisers. The firm also identifies itself as a capital allocator, directing client capital to external managers rather than relying solely on in‑house strategies. According to the firm data, it 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 8
Ryan 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 573Active vs passive
$1B in ETFs
78%
$819M
16%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $46.1M | 912,435 | 4.41% |
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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