PHILIP JAMES WEALTH MANAGEMENT, LLC
Doing business as PGI WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$930,625,185
Discretionary
$926,088,396
Non-discretionary
$4,536,789
Firm details
- CRD number
- 297517
- SEC file number
- 801-119808
- Main office
- ALPHARETTA, GA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.