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Pbgh Financial Advisors, Inc. (Fredericksburg)


Pbgh Financial Advisors, Inc. is a large advisory firm based in Fredericksburg. It manages $135 million of regulatory assets for 610 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Texas, and Virginia.

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Pbgh Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pbgh Financial Advisors: assets under management

The assets under management (AUM) of Pbgh Financial Advisors, Inc. is $135 million. The firm's AUM has grown by 263% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $105 million in discretionary accounts and $30 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pbgh Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fredericksburg

The principal office where Pbgh Financial Advisors, Inc. performs its advisory services is located at 725 Jackson Street, Fredericksburg, VA 22401, which is also the mailing address of the firm. An additional office of the firm is in Warrenton, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-371-3566 or by fax 540-371-3598. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.pbghfa.com.


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