AdvisorOS Directory
Claim Profile
Unclaimed Profile
IR

Ivan David Rovner

PMG FAMILY OFFICE, LLC·PLANO, Texas
Clean recordPMG FAMILY OFFICE, LLC
5700 WEST PLANO PKWY, PLANO, TX 75093CRD# 7964101Firm CRD# 312154

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ivan David Rovner · PLANO, TX
Registration
CRD #7964101 · PMG FAMILY OFFICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ivan David Rovner is a registered financial advisor based in PLANO, Texas, affiliated with PMG FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Ivan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ivan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PMG FAMILY OFFICE, LLC
PMG FAMILY OFFICE, LLC
AUM
$110M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PMG FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7964101
Firm CRD# 312154
View on FINRA BrokerCheck →

Looking for a financial advisor in PLANO?

Browse all registered financial advisors in PLANO, Texas or claim this profile if it's yours.

Browse PLANO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Ivan David Rovner offer?
Ivan David Rovner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.
What are Ivan David Rovner's credentials?
Ivan David Rovner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ivan David Rovner located?
Ivan David Rovner is based in PLANO, Texas, working with PMG FAMILY OFFICE, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Ivan David Rovner charge for services?
Ivan David Rovner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PMG FAMILY OFFICE, LLC?
PMG FAMILY OFFICE, LLC has approximately 1 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PMG FAMILY OFFICE, LLC

Shirley Veta Poska
PLANO, TX
Alan Kieft Dewitt
PLANO, TX
Bruce Adam Quinnell
PLANO, TX
William Fredrick Blake
PLANO, TX

More Advisors in PLANO, Texas

Brandon Lance Troegle
HILLCREST ASSET MANAGEMENT LLC·PLANO, TX
John Otto Hetzel
NO FATE BWWM, LLC·PLANO, TX
Julia Stuart
RPOA ADVISORS, INC.·PLANO, TX
Taylor Ross Herzog
TYTHON CAPITAL, LLC·PLANO, TX
Amy D Suhr
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC·PLANO, TX
Charles Douglas Dyer
MMWKM ADVISORS, LLC·PLANO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile