PGW FINANCIAL

PGW FINANCIAL is an SEC-registered investment adviser (CRD 333607). Regulatory assets under management: $8.0M.

Registration

• CRD: 333607
• Type: Registered investment adviser
• Phone: 727-692-5866
• Latest filing: 2026-03-06
• Regulatory AUM: $8.0M
• Non-discretionary AUM: $8.0M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333607 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search