Public Safety Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Public Safety Financial Group provides discretionary and non‑discretionary portfolio management to individual clients and consulting services to pension and other employee benefit plans, including guidance on plan design and manager selection for 401(k) plans. Its investment advice is generally limited to mutual funds, fixed‑income securities, equities, exchange‑traded funds and insurance products, including annuities.
The firm documents client goals and risk tolerance in an Investment Policy Statement and uses a combination of fundamental, technical, quantitative analysis and modern portfolio theory in a long‑term trading framework. It also offers written pension consulting plans and ongoing monitoring of plan investment options and money managers as part of its pension services.
Distinctive features disclosed in the brochure include an affiliation with an insurance business and relationships with a broker‑dealer/custodian (LPL Financial), with supervised persons who may receive commissions for insurance and brokerage sales — relationships the firm identifies as potential conflicts of interest and as factors that can limit available custodial platforms and products. The firm also notes it does not use third‑party advisers, does not advise private funds, and may receive non‑monetary support and transition assistance from its custody affiliate, which can influence custody recommendations.
Client services
Expertise
Occupation focus
Fee options
1.00% annually for Portfolio Management; Up to 0.85% annually for Pension Consulting
Main office
1710 State Street
Houston TX 77007
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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