PMG FAMILY OFFICE, LLC

PLANO, Texas·5 registered advisors·CRD# 312154
SEC# 801-1309470214-550-8790
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PMG FAMILY OFFICE, LLC

5 registered advisors
Alan Kieft Dewitt
PLANO, Texas
Bruce Adam Quinnell
PLANO, Texas
Ivan David Rovner
PLANO, Texas
Shirley Veta Poska
PLANO, Texas
William Fredrick Blake
PLANO, Texas
05

Office Locations

PLANO, Texas
5 advisors

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Data sourced from SEC Form ADV filings. PMG FAMILY OFFICE, LLC (CRD# 312154) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.