Skip to main content

PFG INVESTMENTS, LLC

Doing business as PRACTICE FINANCIAL GROUP. SEC Form ADV profile.

Total regulatory AUM
$436,767,591
Discretionary
$49,422,009
Non-discretionary
$387,345,582

Firm details

CRD number
289256
SEC file number
801-117949
Main office
JACKSONVILLE, OR, United States
Employees
28
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.