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PRACTICE FINANCIAL GROUP
PFG INVESTMENTS, LLC
CRD 289256 · SEC 801-117949
725 N. 5TH STREET, SUITE 200, JACKSONVILLE, OR, 97530, United States
Phone
(541) 973-2602
Fax
(541) 326-0833
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$436.8M
Discretionary AUM
$49.4M
Team
28 total employees; 8 advisory reps; 48 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $48.5M |
| High net worth individuals | 36 | $102.9M |
| Pension/profit sharing plans | 236 | $285.4M |
States served
AK, AZ, CA, CO, GA, ID, KS, LA, MA, MT, NE, NV, NM, OR, SC, UT, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD