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Building 2PMG FAMILY OFFICE, LLC

Map pinPLANO, TX
Phone844-764-3659
NotebookSEC #801-120172
Total AUM
$71.8M
Employees
1
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 WEST PLANO PKWY
SUITE 2600
PLANO
TX 75093
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
844-764-3659

ReceiptFinancials

Total AUM
$71.8M
Accounts
127
Discretionary
$65.3M
Accounts
124
Non-Discretionary
$6.6M
Accounts
3

ContactClients

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Individual Clients
24
AUM
$8M
HNW Individual Clients
14
AUM
$63.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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