PFG PRIVATE WEALTH MANAGEMENT, LLC

LUTZ, Florida·2 registered advisors·CRD# 282301
SEC# 801-1131630813-286-7776
01

Firm Overview

AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PFG PRIVATE WEALTH MANAGEMENT, LLC

2 registered advisors
Jeffrey Douglas Perry
LUTZ, Florida
Robert Montgomery Perry
LUTZ, Florida
ChFC
05

Office Locations

LUTZ, Florida
2 advisors

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Data sourced from SEC Form ADV filings. PFG PRIVATE WEALTH MANAGEMENT, LLC (CRD# 282301) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.