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PMG FAMILY OFFICE, LLC
CRD 312154 · SEC 801-130947
5700 WEST PLANO PKWY, SUITE 2600, PLANO, TX, 75093, United States
Phone
214-550-8790
Fax
214-550-6527
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.0M
Discretionary AUM
$128.8M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $11.9M |
| High net worth individuals | 35 | $132.1M |
States served
LA, MI, TX
All web addresses on file
Official SEC filing: View on IAPD