PMG Family Office, LLC

RIASEC Registered

Total AUM

$144M

Discretionary

$129M

89% of AUM

Avg account

$486K

Accounts

296

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 312154
Registered since: August 16, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.75%
Individuals8.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

PMG Family Office, LLC is an independent registered investment adviser that positions itself as a family-oriented wealth manager and capital allocator for individual and family clients. The firm offers a mix of financial planning and portfolio management services for individuals, small businesses and institutional entities, and it also performs manager selection for outside advisers. PMG charges clients through a combination of AUM-based fees, hourly billing and fixed-fee arrangements. PMG Family Office is registered with the SEC; its registration became effective in 2024. PMG identifies as a limited liability company with a client focus on households and families. Its advisory remit includes ongoing portfolio oversight as well as referral and due diligence work on third-party managers, consistent with its stated role as a capital allocator rather than purely a discretionary asset gatherer.