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PMG Family Office, LLC

Headquartered in PLANO, TX

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Firm Information

PMG Family Office, LLC is a registered investment advisor based in Plano, Texas. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have a total of 253 accounts under management, with approximately $121 million in regulatory assets under management. PMG Family Office, LLC primarily serves high-net-worth individuals and corporations, but also works with other individuals.

PMG Family Office, LLC

5700 WEST PLANO PKWY

PLANO, TX 75093

$121.76M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PMG FAMILY OFFICE, LLC has a total of 1 branch locations across the country.
location

PLANO, TX

Advisors at PMG Family Office, LLC

View All 1 Advisors
Unclaimed
William Fredrick Blake

RA

PLANO, TX

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Disclosures

There are no public disclosures for PMG Family Office, LLC.

Frequently Asked Questions (9)

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