1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PMG FAMILY OFFICE, LLC

Map pinPLANO, TX
Phone214-550-8790
NotebookSEC #801-130947
Total AUM
$144M
Employees
2
Clients
77

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
214-550-8790

ReceiptFinancials

Total AUM
$144M
Accounts
296
Discretionary
$128.8M
Accounts
287
Non-Discretionary
$15.2M
Accounts
9

ContactClients

View more in analytics →

Individual Clients
42
AUM
$11.9M
HNW Individual Clients
35
AUM
$132.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMITX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account