PGW Financial
Firm details
- Headquarters
- ,
- CRD number
- 333607
- Website
- pgwfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
PGW Financial is a small, privately held limited liability company operating as an institutional registered investment adviser. The firm is owned by an individual and lists its primary client base as institutional, though its advisory services include portfolio management for individuals and small businesses as well as pension consulting. Compensation arrangements are flexible: the firm uses asset-based fees, hourly charges, and fixed-fee arrangements. Filings identify the firm as not being a capital allocator and not an active ESG investor. PGW Financial reports industry affiliations with insurance companies and pension consulting activities. It is not designated as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
, null
Location
, null
Headquartered in , null.
- Office locations