PHILIP JAMES WEALTH MANAGEMENT, LLC

PGI WEALTH MANAGEMENT
MILTON, Georgia·5 registered advisors·CRD# 297517
SEC# 801-1198084(888) 493-9022
01

Firm Overview

AUM
$934M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PHILIP JAMES WEALTH MANAGEMENT, LLC

5 registered advisors
Brion Ryden Hines
MILTON, Georgia
Dean Jacklitch
MILTON, Georgia
Dustin Mitchell Dorhout
MILTON, Georgia
Nicholas Ward Mcelroy
MILTON, Georgia
Todd William Mcelroy
MILTON, Georgia
05

Office Locations

MILTON, Georgia
5 advisors

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Data sourced from SEC Form ADV filings. PHILIP JAMES WEALTH MANAGEMENT, LLC (CRD# 297517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.