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William Fredrick Blake

PMG Family Office, LLC

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About William Fredrick Blake

William Blake is a registered Investment Advisor Representative with PMG Family Office, LLC. William has been in the industry since June of 2011 and specializes in providing financial planning services, selecting other advisors, and managing portfolios for individuals and businesses. William holds the Series 66, Series 7, and SIE licenses. William has also held past positions with UBS Financial Services Inc. and MetLife Securities Inc.

Firm Information

William Blake is currently registered with PMG Family Office, LLC. 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.

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William Blake’s Registration & Firm History

TX

07/12/2021 - Present

PMG Family Office, LLC (PLANO TX)

TX

06/21/2011 - 01/28/2021

UBS FINANCIAL SERVICES INC. (PLANO TX)

TX

06/14/2010 - 06/24/2011

METLIFE SECURITIES INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 06/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Fredrick Blake.
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