PGP Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PGP Wealth Services, LLC provides ongoing asset management to individuals, small businesses, charities, trusts, estates, and high-net-worth clients, delivering discretionary portfolio management and occasional financial planning that is incidental to its investment services. The firm also offers educational seminars and workshops to the public and does not provide standalone financial planning engagements.
PGP’s investment process is tailored to client objectives and uses a range of analysis methods, including fundamental, technical, charting, and cyclical approaches, with portfolios that may include mutual funds, ETFs, options, and margin transactions. Accounts are reviewed at least annually (and more often when market conditions warrant), custodial statements are sent directly to clients, and the firm may provide periodic or event-driven reports in addition to standard custodian statements.
Compared with many independent single-advisor firms, PGP publishes educational materials and sends periodic communications to clients, an offering noted as uncommon among peers. The firm also maintains a proprietary trading account for its own short-term cash management and documents conflict-mitigation procedures (including supervisory reviews and custodian statement reviews); additionally, it manages roughly $79 million for a relatively small client base, resulting in higher assets per client than is typical for firms of its size.
Client services
Expertise
Fee options
Up to 1.50% annually; fee is flat percentage of assets under management, not tiered, but negotiable
Main office
Burbank CA
Advisors at this office
1
Most active in
California · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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