PCG WEALTH ADVISORY, LLC

PCG WEALTH ADVISORY, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 147880). Regulatory assets under management: $50.1M.

Registration

• CRD: 147880
• SEC file number: 801-69979
• Type: Registered investment adviser
• Location: 960 AVENUE OF THE AMERICAS, 2ND FLOOR, NEW YORK, NY, 10001
• Phone: 212-560-0690
• Latest filing: 2009-05-14
• Regulatory AUM: $50.1M
• Non-discretionary AUM: $50.1M
• Clients: 1
• Accounts: 14

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 147880 on SEC IAPD (source of record)
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