Pfg Investments, LLC
● SEC registered since 2020CRD 289256SEC# 801-117949Jacksonville, OR
Reg. AUM
$436.8M
Employees
28
Accounts
1,984
Location
Jacksonville, OR
Pfg Investments, LLC assets under management
Pfg Investments, LLC is an SEC-registered investment adviser based in Jacksonville, OR. The firm has been registered since 2020. It reports $436.8 million in regulatory assets under management and employs 28 people.
Pfg Investments, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad K Rogers Control | Chief Operating Officer | Under 5% | 2022 |
| Millar Six, LLC Control | Holding Company | 10-25% | 2017 |
| Nathan Eldon Williams Control | Chief Executive Officer | Under 5% | 2017 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pfg Investments, LLC manage?
Pfg Investments, LLC reports $436.8 million in regulatory assets under management on its Form ADV.
How many employees does Pfg Investments, LLC have?
Pfg Investments, LLC reports 28 employees.
Where is Pfg Investments, LLC located?
Pfg Investments, LLC is based in Jacksonville, OR and has been SEC-registered since 2020.
Does Pfg Investments, LLC disclose fund performance?
Pfg Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 725 N. 5th Street, Suite 200, Jacksonville, OR 97530 |
| Phone | (541) 973-2602 |
| Fax | (541) 326-0833 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$436.8M▲ 48%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$436.8Mregulatory AUM
Discretionary $49.4MNon-discretionary $387.3M