RIA Intel›Advisers›California›P&G ENTERPRISE, LLC

P&G ENTERPRISE, LLC

Advisory

VENTURA, CA

Data as of Jan 9, 2026 · Source: SEC Form ADV

Total AUM

—

Discretionary %

—

Clients

184

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients184

Team

Total Employees4

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

184 clients

The full client-type breakdown and the share of AUM each category represents.

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