Pf Wealth Management Group, LLC

Pf Wealth Management Group, LLC (CRD# 140015) is a financial advisory firm headquartered in Oakland, CA. They manage $32,141,503 in 117 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1970 Broadway, Suite 525, Oakland, CA 94612
http://www.pfwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $274,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, PA, TX

Financial Advisors at Pf Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frank Pare, financial advisor Oakland CA
Frank E. Pare
CRD#: 2098302
1970 Broadway, Suite 525, Oakland, CA 94612

Frank Pare (CRD# 2098302) is an Investment Advisor Representative working at Pf Wealth Management Group, LLC in Oakland, CA and has over 32 years of experience in the finance industry.

2
Jocelyn Wright, financial advisor Oakland CA
Jocelyn D. Wright
CRD#: 2485742
1970 Broadway, Suite 525, Oakland, CA 94612

Jocelyn Wright (CRD# 2485742) is an Investment Advisor Representative working at Pf Wealth Management Group, LLC in Oakland, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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