|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| PMG Family Office LLC
✚
|
|
|---|---|
| CRD # | 312154 |
| SEC # | 801-130947 |
| CIK # | |
| AUM | $121.8 M (2025-02-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 214-550-8790 |
| Address | 5700 West Plano Pkwy Plano, TX 75093 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 8.4 |
| (b) Individuals (high net worth individuals) | 32 | 113.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 121.8 |
| By Discretionary | ||
| Discretionary | 245 | 107.2 |
| Non-Discretionary | 8 | 14.5 |
| Total | 253 | 121.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.8 | |
| Total | 253 | 121.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbus Capital Management LLC
✚
|
0.1 | |
|
Pinnacle Strategic Wealth Management LLC
✚
|
PA | 0.1 |
|
Farnam Financial LLC
✚
|
AZ | 0.1 |
|
Grimaldi Portfolio Solutions Inc
✚
|
NY | 0.1 |
|
Modern Dollar Planning LLC
✚
|
MO | 0.1 |
|
Networth Financial Services LLC
✚
|
GA | 0.1 |
|
Markle Financial LLC
✚
|
WY | 0.1 |
|
Curtis Wealth Management LLC
✚
|
NV | 0.1 |
|
Ashbay Capital LLC
✚
|
NY | 0.1 |
|
Bourke Wealth Management
✚
|
CA | 0.1 |