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PGP ADVISORS, LLC
PGP ADVISORS, LLC
KETCHUM, Idaho
·
3 registered advisors
·
CRD# 172611
SEC# 801-110917
1
208-928-7922
01
Firm Overview
AUM
$144M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at PGP ADVISORS, LLC
3 registered advisors
Marie Annette De Frank
KETCHUM, Idaho
CRD# 6397267
Martin Brent Stevens
KETCHUM, Idaho
CRD# 1985858
Mary Ellen Kanoff
KETCHUM, Idaho
CRD# 6631744
05
Office Locations
KETCHUM, Idaho
3 advisors
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Data sourced from SEC Form ADV filings. PGP ADVISORS, LLC (CRD# 172611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.