|
⚲
|
| PGP Wealth Services LLC
✚
| |
|---|---|
| CRD # | 151373 |
| SEC # | 801-123430 |
| CIK # | |
| AUM | $83.1 MM (2024-07-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 818-842-5625 |
| Address | 849 Amherst Drive Burbank, CA 91504 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 7.2 |
| (b) Individuals (high net worth individuals) | 27 | 75.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 83.1 |
| By Discretionary | ||
| Discretionary | 49 | 83.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 49 | 83.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 83.1 | |
| Total | 49 | 83.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |
|
Seaside Advisory Services Inc
✚
|
CA | 0.1 |
|
The Rikoon Group LLC
✚
|
NM | 0.1 |
|
Conrad Capital Management Inc
✚
|
NY | 0.1 |
|
Timbuktu Capital Management LLC
✚
|
MA | 0.1 |
|
ATCAP Partners LLC
✚
|
MD | 0.1 |
|
Zenith Solutions Inc
✚
|
PA | 0.1 |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 0.1 |
|
Virtus Financial Partners LLC
✚
|
FL | 0.1 |
|
Lee Investment Management LLC
✚
|
NY | 0.1 |