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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLAKE, WILLIAM, FREDRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE, WILLIAM, FREDRICK | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMELIN, ANDREW, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| hamelin, andrew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| PMG FAMILY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLAKE, WILLIAM, FREDRICK | I | PMG FAMILY ASSETS, LLC | F | Control |
| BLAKE, WILLIAM, FREDRICK | I | PMG FAMILY ASSETS, LLC | F | Control |
| BLAKE, WILLIAM, FREDRICK | I | PMG FAMILY ASSETS, LLC | F | Control |
| DEWITT, ALAN, KIEFT | I | PMG FAMILY ASSETS, LLC | F | Control |
| DeWitt, Alan | I | PMG FAMILY ASSETS, LLC | F | Control |
| POSKA, SHIRLEY, VETA | I | PMG FAMILY ASSETS, LLC | F | Control |
| Poska, Shirley | I | PMG FAMILY ASSETS, LLC | F | Control |
| QUINNELL, BRUCE, ADAM | I | PMG FAMILY ASSETS, LLC | F | Control |
| Quinnell, Bruce | I | PMG FAMILY ASSETS, LLC | F | Control |
| ROVNER, IVAN, DAVID | I | PMG FAMILY ASSETS, LLC | F | Control |
| Rovner, Ivan | I | PMG FAMILY ASSETS, LLC | F | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (3)
LA MI TX
Address
5700 WEST PLANO PKWYSUITE 2600
PLANO, TX 75093
United States
Phone: 214-550-8790