Pmg Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated January 27, 2026, reports $144M in regulatory assets under management, 2 employees, and 296 accounts.
Assets Under Management
$144M
Employees
2
Offices
--
Total Clients
77
Primary office
PLANO, TX
5700 WEST PLANO PKWY, SUITE 2600, PLANO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
42
2
HNWI
45.5%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of January 27, 2026
Discretionary89.5%
$129M
89% of total RAUM89.5%
Non-discretionary10.5%
$15M
11% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$144M
Total Accounts296
10Y AUM Change+$144M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee39:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.