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PGR SOLUTIONS, LLC
PGR SOLUTIONS, LLC
SAN JOSE, California
·
5 registered advisors
·
CRD# 119490
SEC# 801-62632
1
(408) 871-1590
01
Firm Overview
AUM
$676M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PGR SOLUTIONS, LLC
5 registered advisors
Ann Marie Christian
CAMPBELL, California
CRD# 6037967
Daniel Charles Gutierrez
SAN JOSE, California
CRD# 2411599
David Elvyn Roberts
SAN JOSE, California
CRD# 819616
Eric James Schwertley
CAMPBELL, California
CRD# 4995723
John William Pihl
SAN JOSE, California
CRD# 363519
05
Office Locations
SAN JOSE, California
3 advisors
CAMPBELL, California
2 advisors
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Data sourced from SEC Form ADV filings. PGR SOLUTIONS, LLC (CRD# 119490) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.