Pgr Solutions, LLC is a large advisory firm based in San Jose. It manages $676.19 million of regulatory assets for 1,003 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alaska, Arizona, California, and 9 other states.
Pgr Solutions provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pgr Solutions, LLC is $676.19 million. The firm's AUM has grown by 1777% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pgr Solutions, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Pgr Solutions is pension and profit sharing plans with 72 clients and $166.02 million of assets under management. Among the 12 most similar advisory firms, Pgr Solutions has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $427.03 million for 553 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pgr Solutions doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Pgr Solutions, LLC performs its advisory services is located at 2107 North 1 St Street, San Jose, CA 95131, which is also the mailing address of the firm. An additional office of the firm is in El Dorado Hills, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (408) 871-1590 or by fax 866-294-7650. The normal business hours are 8:00 am - 3:00 pm on Monday - Friday. You can find more information about the New York firm at pgrretirementplanservices.com.