Pmg Family Office, LLC
● SEC registered since 2024CRD 312154SEC# 801-130947Plano, TX
Reg. AUM
$144M
Employees
2
Accounts
296
Location
Plano, TX
Pmg Family Office, LLC assets under management
Pmg Family Office, LLC operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2024. It reports $144 million in regulatory assets under management and employs 2 people.
Pmg Family Office, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Pmg Family Assets, LLC Control | Managing Member | Over 75% | 2021 |
| William Fredrick Blake Control | Chief Executive Officer & Chief Compliance Officer | Under 5% | 2021 |
| Bruce Adam Quinnell | Passive Member | — | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Pmg Family Office, LLC manage?
Pmg Family Office, LLC reports $144 million in regulatory assets under management on its Form ADV.
How many employees does Pmg Family Office, LLC have?
Pmg Family Office, LLC reports 2 employees.
Where is Pmg Family Office, LLC located?
Pmg Family Office, LLC is based in Plano, TX and has been SEC-registered since 2024.
Does Pmg Family Office, LLC disclose fund performance?
Pmg Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5700 West Plano Pkwy, Suite 2600, Plano, TX 75093 |
| Phone | 214-550-8790 |
| Fax | 214-550-6527 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$144Mregulatory AUM
Discretionary $128.8MNon-discretionary $15.2M