Pgr Solutions, LLC
Pgr Solutions, LLC (CRD# 119490) is a financial advisory firm headquartered in San Jose, CA. They manage $676,193,626 in 1,003 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management676MILLION
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Total Number of Accounts1,003ACCOUNTS
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Average Account Value$674,171
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AZ, CA, CO, FL, ID, NE, OR, TN, TX, VA, WA
Financial Advisors at Pgr Solutions, LLC
No Advisor Found.
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