PFG PRIVATE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$289,039,931
Discretionary
$288,295,908
Non-discretionary
$744,023
Firm details
- CRD number
- 282301
- SEC file number
- 801-113163
- Main office
- LUTZ, FL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.