PFG PRIVATE WEALTH MANAGEMENT, LLC - Financial Advisor in Florida, Lutz

Tel: 813-286-7776 18572 N. Dale Mabry Hwy Lutz, Florida 33548

About 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

Firm CRD#:

282301

Firm SEC#:

801-113163

Assets Under Management:

$238,543,738

No. of Clients:

1104

No. of Advisors:

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

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