DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > georgia > milton
PGI WEALTH MANAGEMENT
Tel: (888) 493-9022
13680 Highway 9 Suite C100
Milton, Georgia 30004
PGI WEALTH MANAGEMENT
PGI WEALTH MANAGEMENT is a Milton, Georgia based financial advisory firm with nearly $934,436,331 in assets under management and provides investment advisory services for 1636 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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
297517
SEC#:
801-119808
No. of Clients:
1636
Assets under Management
$934,436,331
No. of Advisors:
8
More Financial Advisory Firms in Milton, Georgia
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| INVESCO ADVISERS, INC. | 105360 | 2895 |
| TRUIST ADVISORY SERVICES, INC. | 283390 | 2105 |
| EARNEST PARTNERS, LLC | 107926 | 44 |
| VOYA INVESTMENT MANAGEMENT LLC | 108934 | 879 |
| ATLANTA CAPITAL | 116719 | 28 |
| ROARK CAPITAL MANAGEMENT, LLC | 160368 | 123 |
More Firms in Milton, Georgia >>