PBGH FINANCIAL ADVISORS, INC.
CRD #115013 SEC #801-69322 FREDERICKSBURG, VA 540-371-3566
SEC Registered
Total AUM
$135M
Discretionary
$105M
Employees
1
Clients
11
Accounts
610
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $135M | $105M | $30M | 1 | 600 |
| Dec 2011 | $70.9M | $70.9M | $0 | 1 | 251 |
| Jul 2011 | $70.9M | $70.9M | $0 | 5 | -- |
| Apr 2010 | $49.3M | $49.3M | $0 | 5 | -- |
| Feb 2009 | $38.5M | $38.5M | $0 | 5 | -- |
DateFeb 2012
Total AUM$135M
Discretionary$105M
Non-Disc.$30M
Employees1
Clients600
DateDec 2011
Total AUM$70.9M
Discretionary$70.9M
Non-Disc.$0
Employees1
Clients251
DateJul 2011
Total AUM$70.9M
Discretionary$70.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--