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Shirley Veta Poska

PMG FAMILY OFFICE, LLC·PLANO, Texas
Clean recordPMG FAMILY OFFICE, LLC
5700 WEST PLANO PKWY, PLANO, TX 75093CRD# 7964090Firm CRD# 312154

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shirley Veta Poska · PLANO, TX
Registration
CRD #7964090 · PMG FAMILY OFFICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shirley Veta Poska 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

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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# 7964090
Firm CRD# 312154
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shirley Veta Poska offer?
Shirley Veta Poska specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.
What are Shirley Veta Poska's credentials?
Shirley Veta Poska is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shirley Veta Poska located?
Shirley Veta Poska 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 Shirley Veta Poska charge for services?
Shirley Veta Poska'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.
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Other Advisors at PMG FAMILY OFFICE, LLC

Alan Kieft Dewitt
PLANO, TX
Bruce Adam Quinnell
PLANO, TX
William Fredrick Blake
PLANO, TX
Ivan David Rovner
PLANO, TX

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