CRD: 289256
Practice Financial Group
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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2017
- Office Locations
- 5
Office Locations
About Practice Financial Group
Practice Financial Group is an RIA focused exclusively on current and future dental practice owners. It provides an integrated offering that connects tax planning and preparation, accounting, and ongoing financial planning/investment planning so personal and practice finances work in sync. Investment implementation may include ETFs and mutual funds for asset allocation, using Envestnet and custody relationships such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Weston John Penkert
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CHAD K ROGERS
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Ryan William Fiegi
Financial Planner
- CRD
- #7188274
Kyler David Johnson
Financial Planner
- CRD
- #7674296
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,422,009 | $69,122 |
| Non-Discretionary | $387,345,582 | $305,237 |
| Total | $436,767,591 | $220,145 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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