|
⚲
|
| PCG Asset Management LLC
✚
|
|
|---|---|
| CRD # | 148208 |
| SEC # | 801-126371 |
| CIK # | |
| AUM | $113.8 MM (2023-03-23) |
| Employees | 6 (33% Investors, 83% Brokers) |
| Phone | 908-719-3024 |
| Address | 376 Main Street Bedminster, NJ 07921 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 230 | 0.1 |
| By Discretionary | ||
| Discretionary | 55 | 0.0 |
| Non-Discretionary | 175 | 0.1 |
| Total | 230 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 230 | 0.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kastel Capital Advisors LLC
✚
|
MA | 0.1 |
|
Partners Capital Services Inc
✚
|
NY | 0.1 |
|
Erickson Financial Group LLC
✚
|
PA | 0.1 |
|
BLVD Private Wealth LLC
✚
|
KY | 0.1 |
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |
|
Bankplus Wealth Management LLC
✚
|
MS | 0.1 |
|
PR Wealth Management Group Inc
✚
|
IL | 0.1 |
|
LD Lowe Wealth Advisory Inc
✚
|
TX | 0.1 |
|
HMV Wealth Advisors LLC
✚
|
LA | 0.1 |
|
Aurelius Family Office LLC
✚
|
NH | 0.1 |