PFG INVESTMENTS, LLC
Legal name: PRACTICE FINANCIAL GROUP
CRD #289256 SEC #801-117949 JACKSONVILLE, OR (541) 973-2602
SEC Registered
Total AUM
$333.1M
Discretionary
$16.9M
Employees
24
Clients
251
Accounts
1,504
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $333.1M | $16.9M | $316.2M | 24 | 42 |
| Mar 2025 | $333.1M | $16.9M | $316.2M | 24 | 42 |
| Jan 2025 | $295.4M | $4.2M | $291.3M | 23 | 36 |
| Sep 2024 | $295.4M | $4.2M | $291.3M | 23 | 36 |
| Mar 2024 | $295.4M | $4.2M | $291.3M | 22 | 36 |
| Nov 2023 | $232.9M | $0 | $232.9M | 12 | 0 |
| Sep 2023 | $232.9M | $0 | $232.9M | 12 | 0 |
| Aug 2023 | $232.9M | $0 | $232.9M | 12 | 0 |
| Jul 2023 | $232.9M | $0 | $232.9M | 12 | 0 |
| Feb 2023 | $232.9M | $0 | $232.9M | 12 | 0 |
| Jan 2023 | $219.6M | $0 | $219.6M | 13 | 0 |
| Dec 2022 | $219.6M | $0 | $219.6M | 13 | 0 |
| Dec 2022 | $219.6M | $0 | $219.6M | 13 | 0 |
| Oct 2022 | $219.6M | $0 | $219.6M | 13 | 0 |
| Jun 2022 | $219.6M | $0 | $219.6M | 13 | 0 |
| Apr 2022 | $219.6M | $0 | $219.6M | 13 | 0 |
| Mar 2022 | $219.6M | $0 | $219.6M | 13 | 0 |
| Nov 2021 | $154.3M | $0 | $154.3M | 11 | 0 |
| Jun 2021 | $154.3M | $0 | $154.3M | 11 | 0 |
| Mar 2021 | $154.3M | $0 | $154.3M | 11 | 0 |
| Feb 2021 | $117.5M | $0 | $117.5M | 10 | 0 |
| Aug 2020 | $117.5M | $0 | $117.5M | 10 | 0 |
| May 2020 | $117.5M | $0 | $117.5M | 10 | 0 |
| Mar 2020 | $117.5M | $0 | $117.5M | 10 | 0 |
| Jan 2020 | $110.6M | $0 | $110.6M | 8 | 0 |
| Dec 2019 | $110.6M | $0 | $110.6M | 8 | 0 |
DateDec 2025
Total AUM$333.1M
Discretionary$16.9M
Non-Disc.$316.2M
Employees24
Clients42
DateMar 2025
Total AUM$333.1M
Discretionary$16.9M
Non-Disc.$316.2M
Employees24
Clients42
DateJan 2025
Total AUM$295.4M
Discretionary$4.2M
Non-Disc.$291.3M
Employees23
Clients36
DateSep 2024
Total AUM$295.4M
Discretionary$4.2M
Non-Disc.$291.3M
Employees23
Clients36
DateMar 2024
Total AUM$295.4M
Discretionary$4.2M
Non-Disc.$291.3M
Employees22
Clients36
DateNov 2023
Total AUM$232.9M
Discretionary$0
Non-Disc.$232.9M
Employees12
Clients0
DateSep 2023
Total AUM$232.9M
Discretionary$0
Non-Disc.$232.9M
Employees12
Clients0
DateAug 2023
Total AUM$232.9M
Discretionary$0
Non-Disc.$232.9M
Employees12
Clients0
DateJul 2023
Total AUM$232.9M
Discretionary$0
Non-Disc.$232.9M
Employees12
Clients0
DateFeb 2023
Total AUM$232.9M
Discretionary$0
Non-Disc.$232.9M
Employees12
Clients0
DateJan 2023
Total AUM$219.6M
Discretionary$0
Non-Disc.$219.6M
Employees13
Clients0
DateDec 2022
Total AUM$219.6M
Discretionary$0
Non-Disc.$219.6M
Employees13
Clients0
DateDec 2022
Total AUM$219.6M
Discretionary$0
Non-Disc.$219.6M
Employees13
Clients0
DateOct 2022
Total AUM$219.6M
Discretionary$0
Non-Disc.$219.6M
Employees13
Clients0
DateJun 2022
Total AUM$219.6M
Discretionary$0
Non-Disc.$219.6M
Employees13
Clients0
DateApr 2022
Total AUM$219.6M
Discretionary$0
Non-Disc.$219.6M
Employees13
Clients0
DateMar 2022
Total AUM$219.6M
Discretionary$0
Non-Disc.$219.6M
Employees13
Clients0
DateNov 2021
Total AUM$154.3M
Discretionary$0
Non-Disc.$154.3M
Employees11
Clients0
DateJun 2021
Total AUM$154.3M
Discretionary$0
Non-Disc.$154.3M
Employees11
Clients0
DateMar 2021
Total AUM$154.3M
Discretionary$0
Non-Disc.$154.3M
Employees11
Clients0
DateFeb 2021
Total AUM$117.5M
Discretionary$0
Non-Disc.$117.5M
Employees10
Clients0
DateAug 2020
Total AUM$117.5M
Discretionary$0
Non-Disc.$117.5M
Employees10
Clients0
DateMay 2020
Total AUM$117.5M
Discretionary$0
Non-Disc.$117.5M
Employees10
Clients0
DateMar 2020
Total AUM$117.5M
Discretionary$0
Non-Disc.$117.5M
Employees10
Clients0
DateJan 2020
Total AUM$110.6M
Discretionary$0
Non-Disc.$110.6M
Employees8
Clients0
DateDec 2019
Total AUM$110.6M
Discretionary$0
Non-Disc.$110.6M
Employees8
Clients0