|
⚲
|
| PCG Asset Management LLC
✚
|
|
|---|---|
| CRD # | 148208 |
| SEC # | 801-126371 |
| CIK # | 0002054906 |
| AUM | $136.2 M (2025-03-17) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 908-719-3024 |
| Address | 240 Main Street Gladstone, NJ 07934 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 3.9 | |
| Microsoft Corp | 3.8 | |
| J P Morgan Chase & Co | 2.8 | |
| Amazon Com Inc | 2.5 | |
| Alphabet Inc | 1.6 | |
| Home Depot Inc | 1.5 | |
| VISA Inc | 1.4 | |
| Johnson & Johnson | 1.0 | |
| Procter & Gamble Co | 1.0 | |
| Facebook Inc | 1.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 0.0 |
| (b) Individuals (high net worth individuals) | 46 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 0.1 |
| By Discretionary | ||
| Discretionary | 206 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 206 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 206 | 0.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054906] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wynwood Capital LLC
✚
|
0.1 | |
|
Murphy & Mullick Capital Management Corp
✚
|
NY | 0.1 |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 0.1 |
|
Williams Garth Alan
✚
|
0.1 | |
|
Waystone Advisors LLC
✚
|
0.1 | |
|
Williams Capital Management Company
✚
|
IL | 0.1 |
|
Schneider Meredith Hall
✚
|
0.1 | |
|
Income & Asset Advisory Inc
✚
|
NY | 0.1 |
|
Cedrus Wealth Group LLC
✚
|
MN | 0.1 |