Overview

We are thought leaders in the areas of M&A and Succession Planning. Our team listens to your wants and needs to understand your priorities. We can help you become a more qualified buyer or get you top dollar if you are a seller. We have a presence throughout Arizona, California, Oregon, Washington, Idaho, Colorado, New Mexico, and Texas.

As a hybrid RIA with approximately $4.4B in total assets, we have been serving advisors for over 20 years. Advisors see PFG as a last stop solution because we offer:

• Several Affiliation Choices including RIA only, Hybrid RIA, and BD friendly.

• A powerful advisory platform complete with compliance infrastructure and support.

• Multiple Custodian and Money Manager Choices including Schwab, TD Ameritrade, Fidelity, and Pershing.

• A fully integrated technology platform and admin support including Salesforce, Orion, MoneyGuide Pro, and Riskalyze.

• Continuity and Succession Planning.

• W2 option with access to group health insurance, through PFG’s robust full benefits package.

•Top third-party asset managers including Asset Mark, OPS, SEI, and more.

•Robust Independent Broker-Dealer services (if needed)

•Transition Allowance packages.

• Marketing Support and Lead Generation.

Please let me know if you would like to have a personal and confidential conversation. Mike

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...