CRD: 140015
PF Wealth Management Group, LLC
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- Custodian
- Charles Schwab & Company · Nationwide · Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-2006
- Office Locations
- 1
Office Locations
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
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
FRANK EDWARD PARE JR
Managing Partner, President
- CRD
- #2098302
- Ownership
- 50% but less than 75%
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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
| 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% |