DIRECTORY OF REGISTERED ADVISORS
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PFG PRIVATE WEALTH MANAGEMENT, LLC
Tel: 813-286-7776
18572 N. Dale Mabry Hwy Lutz, Florida 33548
PFG PRIVATE WEALTH MANAGEMENT, LLC
PFG PRIVATE WEALTH MANAGEMENT, LLC is a Lutz, Florida based financial advisory firm with nearly $238,543,738 in assets under management and provides investment advisory services for 1104 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
282301
SEC#:
801-113163
No. of Clients:
1104
Assets under Management
$238,543,738
No. of Advisors:
8
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