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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-15-2021
- Office Locations
- 1
Office Locations
About PMG Family Office, LLC
PMG Family Office is a Plano, TX-based multi-family office formed by four families seeking conflict-free, fiduciary stewardship. It supports a few dozen multi-generational families across the U.S. and abroad with cash-flow planning, securities portfolio management, business and real estate guidance, and coordinated income/estate tax strategy. The team is built for high-touch, on-call family service; client assets are custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM FREDRICK BLAKE II
Chief Compliance Officer, Chief Executive Officer, Vice President
- CRD
- #5790727
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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William F. Blake
Executive Director; Chief Executive Officer & Chief Compliance Officer
- CRD
- --
Amanda L Farrar
--
- CRD
- #8126270
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,848,665 | $448,950 |
| Non-Discretionary | $15,152,813 | $1,683,646 |
| Total | $144,001,478 | $486,491 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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