Pmg Advisors, LLC (West Conshohocken)

Name: Pmg Advisors, LLC
Address: 100 Four Falls Corporate Center, West Conshohocken, PA, 19428 2972
Telephone: 610-260-6240

Pmg Advisors, LLC is a large advisory firm based in West Conshohocken. It manages $1.43 billion of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and Pennsylvania.

Pmg Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and subadvisory to ria. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pmg Advisors: assets under management

The assets under management (AUM) of Pmg Advisors, LLC is $1.43 billion. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.43 billion in discretionary accounts and $3.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.65 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.39 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pmg Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pmg Advisors, LLC

Gail Morgan Habecker joined the executive team most recently as the Director Of Research.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony James Basile	Managing director	1 Jan 1996	Other	1184601
Richard Allen Zackroff	Managing director	1 Jan 1996	Other	475562
Llc Advisors Holding	Parent company	1 Jan 2003	75% - 100%	11-3672602
Gail Morgan Habecker	Principal	1 Jan 2003	Other	2293315
Natalie Perna Adler	Chief compliance officer	1 Mar 2004	Other	1354871
Gail Morgan Habecker	Director of research	1 Jul 2015	Other	2293315
Steven Leroy Sanders	Chief executive officer	1 Jul 2015	Other	1238874
Wayne O Leevy	Chief financial officer	1 Jul 2015	Other	4068567
Llc Beltraith Capital	Member	1 Jul 2015	50% - 75%	26-4818657
Bennett Perry Lomax	Elected manager	1 Jul 2015	Other	5669387

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Anthony James Basile	Shareholder	1 Jan 2003	25% - 50%	1184601
Richard Allen Zackroff	Shareholder	1 Jan 2003	25% - 50%	475562

Based in West Conshohocken

The principal office where Pmg Advisors, LLC performs its advisory services is located at 100 Four Falls Corporate Center, West Conshohocken, PA 19428 2972, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-260-6240 or by fax 610-260-6241. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at pmga.com.