Pmg Family Office, LLC

Pmg Family Office, LLC (CRD# 312154) is a financial advisory firm headquartered in Plano, TX. They manage $94,794,179 in 218 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5700 West Plano Pkwy, Suite 2600, Plano, TX 75093
https://www.linkedin.com/in/wfblake/
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $434,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MI, TX

Financial Advisors at Pmg Family Office, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Blake, financial advisor Plano TX
William F. Blake
CRD#: 5790727
5700 West Plano Pkwy, Suite 2600, Plano, TX 75093

William Blake (CRD# 5790727) is an Investment Advisor Representative working at Pmg Family Office, LLC in Plano, TX and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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