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⚲
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| PFG Private Wealth Management LLC
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| |
|---|---|
| CRD # | 282301 |
| SEC # | 801-113163 |
| CIK # | 0001799957 |
| AUM | $203.7 MM (2024-02-29) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 813-286-7776 |
| Address | 18572 N Dale Mabry Hwy Lutz, FL 33548 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 2.0 | |
| AAPL | 2,382,844.0 | 1.4 | |
| NVDA | 399,550.0 | 1.0 | |
| NFLX | 79,791.6 | 0.7 | |
| AMZN | 1,092,997.8 | 0.5 | |
| TSM | 437,370.3 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 365 | 85.4 |
| (b) Individuals (high net worth individuals) | 49 | 104.3 |
| (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 | 14.0 |
| (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 | 971 | 203.7 |
| By Discretionary | ||
| Discretionary | 967 | 202.9 |
| Non-Discretionary | 4 | 0.8 |
| Total | 971 | 203.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.7 | |
| Total | 971 | 203.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001799957] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Retirement Strategies Ltd
✚
|
OH | 0.2 |
|
CMG Capital Management Group Inc
✚
|
PA | 0.2 |
|
Financial Abundance Inc
✚
|
PA | 0.2 |
|
Cimarron Wealth Management Inc
✚
|
CO | 0.2 |
|
CGI Plan Advisors Inc
✚
|
PA | 0.2 |
|
One Advisory Partners LLC
✚
|
KS | 0.2 |
|
Bluepath Capital Management LLC
✚
|
GA | 0.2 |
|
O'Connor Financial Group LLC
✚
|
IL | 0.2 |
|
Voyager Capital Management LLC
✚
|
WI | 0.2 |
|
Olistico Wealth LLC
✚
|
OK | 0.2 |