# PMG FAMILY OFFICE, LLC

PMG FAMILY OFFICE, LLC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 312154
- Type: SEC-registered investment adviser
- SEC file number: 801-130947
- Location: 5700 WEST PLANO PKWY, SUITE 2600, PLANO, TX, 75093
- Phone: 214-550-8790
- Latest filing: 2026-06-05
- Regulatory AUM: $144.0M
- Discretionary AUM: $128.8M
- Non-discretionary AUM: $15.2M
- Clients: 2
- Accounts: 296

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| William Fredrick Blake | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Shirley Veta Poska | PASSIVE MEMBER | — |
| Bruce Adam Quinnell | PASSIVE MEMBER | — |
| Ivan David Rovner | PASSIVE MEMBER | — |
| Vicki Mulder Blake | PASSIVE MEMBER | — |
| hamelin andrew | CHIEF COMPLIANCE OFFICER | — |
| HAMELIN ANDREW WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| BLAKE WILLIAM FREDRICK | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Poska Shirley | PASSIVE MEMBER | — |
| Quinnell Bruce | PASSIVE MEMBER | — |
| Rovner Ivan | PASSIVE MEMBER | — |
| DeWitt Alan | PASSIVE MEMBER | — |
| POSKA SHIRLEY VETA | PASSIVE MEMBER | — |
| QUINNELL BRUCE ADAM | PASSIVE MEMBER | — |
| ROVNER IVAN DAVID | PASSIVE MEMBER | — |
| DEWITT ALAN KIEFT | PASSIVE MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312154/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312154/similar
- Related entities: https://search.stillhousedata.com/firm/312154/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312154

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.