RIA Intel›Advisers›Oregon›PFG INVESTMENTS, LLC

PFG INVESTMENTS, LLC

Advisory

N·JACKSONVILLE, OR

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$437M

1-Year AUM Growth

+26.9%

3-Year CAGR

+25.5%

Employees

7

Assets Under Management

Total AUM$437M

Discretionary AUM$49M

Non-Discretionary AUM$387M

Discretionary %11.3%

Total Clients435

Team

Total Employees7

Investment Advisers28

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record23

First FilingDec 13, 2019

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PFG INVESTMENTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.