|
⚲
|
| PMG Family Office LLC
✚
|
|
|---|---|
| CRD # | 312154 |
| SEC # | 801-130947 |
| CIK # | |
| AUM | $109.6 MM (2024-08-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 214-550-8790 |
| Address | 5700 West Plano Pkwy Plano, TX 75093 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 7.8 |
| (b) Individuals (high net worth individuals) | 29 | 101.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 236 | 109.6 |
| By Discretionary | ||
| Discretionary | 231 | 101.1 |
| Non-Discretionary | 5 | 8.5 |
| Total | 236 | 109.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.6 | |
| Total | 236 | 109.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Connective Portfolio Management LLC
✚
|
NY | 0.1 |
|
Maiden Cove Capital LLC
✚
|
ME | 0.1 |
|
LD Lowe Wealth Advisory Inc
✚
|
TX | 0.1 |
|
Davis Financial Management Inc
✚
|
KS | 0.1 |
|
Kurtin Financial Advisers LLC
✚
|
TX | 0.1 |
|
Boyd Financial Strategies Inc
✚
|
MA | 0.1 |
|
Build Asset Management LLC
✚
|
MO | 0.1 |
|
Counsel Fiduciary LLC
✚
|
NY | 0.1 |
|
Media Wealth LLC
✚
|
CA | 0.1 |
|
Driven Investments LLC
✚
|
UT | 0.1 |