|
⚲
|
| PFG Investments LLC
✚
|
|
|---|---|
| CRD # | 289256 |
| SEC # | 801-117949 |
| CIK # | 0001973224 |
| AUM | $436.8 M (2026-03-05) |
| Employees | 28 (29% Investors, 0% Brokers) |
| Phone | 541-973-2602 |
| Address | 725 N 5th Street Jacksonville, OR 97530 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| CornerStone Strategic Value Fund Inc | 0.0 | ||
| PIMCO Dynamic Income Fund | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Facebook Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 0.0 |
| (b) Individuals (high net worth individuals) | 36 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 236 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,984 | 0.4 |
| By Discretionary | ||
| Discretionary | 715 | 0.0 |
| Non-Discretionary | 1,269 | 0.4 |
| Total | 1,984 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 1,984 | 0.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973224] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Access Financial Services Inc
✚
|
MN | 0.4 |
|
Lloyd Advisory Services LLC
✚
|
GA | 0.4 |
|
Crown Wealth Group LLC
✚
|
NC | 0.4 |
|
Note Advisors LLC
✚
|
NY | 0.4 |
|
Herbert J SIMS Capital Management Inc
✚
|
CT | 0.4 |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.4 |
|
Ndure Global LLC
✚
|
0.4 | |
|
Blueprint Investing LLC
✚
|
CA | 0.4 |
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 0.4 |