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| Keyboard |
| PMG Family Office LLC
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|
|---|---|
| CRD # | 312154 |
| SEC # | 801-130947 |
| CIK # | 0002102299 |
| AUM | 144.0 M (2026-06-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-550-8790 |
| Address | 5700 West Plano Pkwy Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002102299 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 11.9 |
| (b) Individuals (high net worth individuals) | 35 | 132.1 |
| (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 | 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 | 296 | 144.0 |
| By Discretionary | ||
| Discretionary | 287 | 128.8 |
| Non-Discretionary | 9 | 15.2 |
| Total | 296 | 144.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.0 | |
| Total | 296 | 144.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002102299] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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