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PF Wealth Management Group, LLC

PF Wealth Management Group, LLC. CRD 140015

PF Wealth Management Group, LLC logo

CRD: 140015

PF Wealth Management Group, LLC

Oakland, CA, 94612
5109860598
$35.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Nationwide · Principal
Clients
Retail and Institutional
Platforms
--
Established Date
04-07-2006
Office Locations
1

Office Locations

1970 Broadway Suite 525 Oakland CA

About PF Wealth Management Group, LLC

PF Wealth Management Group provides financial planning and wealth management, including comprehensive strategies, family office-style coordination (investments, tax and estate planning), career transitions, business exit planning, philanthropy coordination, and special needs planning. Client portfolios may use mutual funds, ETFs, and fixed income. Institutional relationships include Schwab and Vanguard, with a presence in Oakland, Houston, and Philadelphia.

Team overview

-- AVG AGE
$35.2M AVG AUM / ADVISOR
$857.4K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Legacy pathway Alpha Ember

Client Personas

Vector North unison

Custodian

Ridge vital Beacon capital Vertex Zenith pathway Signal Harbor fusion

Fund Managers

Matrix

Investment Themes

Pioneer glacier Vertex Capital

Investment Vehicles

Meridian peak

Platform

Signal element Oak

Services

Radial Delta Beacon Wave unison Zenith foundation Value Atlas foundation North eagle

Owner & Executives

FRANK EDWARD PARE JR

FRANK EDWARD PARE JR

Managing Partner, President

CRD
#2098302
Ownership
50% but less than 75%
(860) 831-6931
element.harbor@radialcapital.com
in linkedin.com/in/glacier-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $35,154,000 --
Total $35,154,000 --

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Separately Managed Accounts

Total SMA Asset: $35,154,000

$35.2M Total SMA
Public Funds:
20.7%
Equity - Exchange:
15.5%
U.S. Government/Agency:
7.1%
Equity - OTC:
32.9%
Cash:
23.8%
Asset class Assets Assets %
Public Funds $198,126,628 20.7%
Equity - Exchange $148,355,688 15.5%
U.S. Government/Agency $67,956,476 7.1%
Equity - OTC $314,896,912 32.9%
Cash $227,797,766 23.8%
Total $957,133,470 100.0%

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