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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| PFG Advisors LLC
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| CRD # | 173344 |
| SEC # | 801-80797 |
| CIK # | 0001694435, 0001544806 |
| AUM | $3.1 B (2025-06-24) |
| Employees | 119 (87% Investors, 95% Brokers) |
| Phone | 800-405-8850 |
| Address | 3200 N Central Ave Phoenix, AZ 85012 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| iShares Gold Trust Micro | 0.0 | ||
| Apple Inc | 0.0 | ||
| BHP Billiton Ltd | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,798 | 1.5 |
| (b) Individuals (high net worth individuals) | 727 | 1.5 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 2 | 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 | 46 | 0.1 |
| (n) Other | 1 | 0.0 |
| Total | 13,550 | 3.1 |
| By Discretionary | ||
| Discretionary | 11,271 | 2.4 |
| Non-Discretionary | 2,279 | 0.7 |
| Total | 13,550 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 13,550 | 3.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001544806] | |
| 13F-HR | [0001694435] |
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|---|---|---|
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FL | 3.1 |
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Valor Advisors LLC
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FL | 3.1 |
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MD | 3.1 |
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Moors & Cabot Inc
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MA | 3.1 |
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Courier Capital LLC
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NY | 3.1 |
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North Star Asset Management Inc
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Advus Financial Partners LLC
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FL | 3.1 |
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Equity Investment Corporation
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GA | 3.1 |
|
Wealthcare Capital Management LLC
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VA | 3.0 |
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Steele Capital Management Inc
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IA | 3.0 |