PMG FAMILY OFFICE, LLC
CRD #312154 SEC #801-130947 PLANO, TX 214-550-8790
SEC Registered
Total AUM
$121.8M
Discretionary
$107.2M
Employees
2
Clients
51
Accounts
253
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $121.8M | $107.2M | $14.5M | 2 | 1 |
| Feb 2025 | $121.8M | $107.2M | $14.5M | 1 | 1 |
| Aug 2024 | $109.6M | $101.1M | $8.5M | 1 | 0 |
| Jul 2024 | $109.6M | $101.1M | $8.5M | 1 | 0 |
| Jul 2024 | $109.6M | $101.1M | $8.5M | 1 | 0 |
| Jun 2021 | $71.8M | $65.3M | $6.6M | 1 | 0 |
| Jun 2021 | $71.8M | $65.3M | $6.6M | 1 | 0 |
| Jun 2021 | $71.8M | $65.3M | $6.6M | 1 | 0 |
| Apr 2021 | $71.8M | $65.3M | $6.6M | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$121.8M
Discretionary$107.2M
Non-Disc.$14.5M
Employees2
Clients1
DateFeb 2025
Total AUM$121.8M
Discretionary$107.2M
Non-Disc.$14.5M
Employees1
Clients1
DateAug 2024
Total AUM$109.6M
Discretionary$101.1M
Non-Disc.$8.5M
Employees1
Clients0
DateJul 2024
Total AUM$109.6M
Discretionary$101.1M
Non-Disc.$8.5M
Employees1
Clients0
DateJul 2024
Total AUM$109.6M
Discretionary$101.1M
Non-Disc.$8.5M
Employees1
Clients0
DateJun 2021
Total AUM$71.8M
Discretionary$65.3M
Non-Disc.$6.6M
Employees1
Clients0
DateJun 2021
Total AUM$71.8M
Discretionary$65.3M
Non-Disc.$6.6M
Employees1
Clients0
DateJun 2021
Total AUM$71.8M
Discretionary$65.3M
Non-Disc.$6.6M
Employees1
Clients0
DateApr 2021
Total AUM$71.8M
Discretionary$65.3M
Non-Disc.$6.6M
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0