PMG Family Office, LLC logo

PMG Family Office, LLC

Updated today

Client assets under management

$144,001,478

Clients

77

45% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

39

Low

Average account size

$1,870,149

About

PMG Family Office, LLC provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. Services include comprehensive portfolio management using individual stocks, bonds, ETFs, mutual funds, options and private/public securities, as well as standalone financial planning and consulting covering retirement, estate, charitable, education, corporate and tax matters.

The firm’s investment process combines fundamental, qualitative and sector analysis to build asset‑allocation strategies tailored to client objectives, blending strategic, dynamic, tactical and core‑satellite approaches. Portfolios may include both long‑ and short‑term holdings and can incorporate fixed income, structured products and derivatives; PMG also uses third‑party money managers with ongoing due diligence, monitoring and rebalancing.

A distinguishing feature of PMG is its explicit use of derivatives and structured products in separately managed accounts, an approach that is less common among supported peers. The firm also offers a broad advisory scope—extending to corporate structure advice, tax planning and cost segregation studies—paired with oversight of third‑party managers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses

Fee options

Fixed

Flat fees for financial planning and consulting services up to $25,000

Percentage

Maximum annual fee of 1.25%, billed quarterly or monthly in arrears, negotiable

Project-based

Hourly financial planning and consulting fees up to $150 per hour

Main office location

PMG Family Office, LLC

5700 West Plano Pkwy, Suite 2600

Plano TX 75093, United States

Number of offices

1

Most active in

Louisiana · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Amanda F

Series 65

Plano, TX

PMG Family Office, LLC

Amanda Farrar is a financial advisor at PMG Family Office, LLC with a Series 65 designation and over a decade of industry experience. She previously worked at Fannie Mae for twelve years and has held roles at SoFi and Fay Servicing. PMG Family Office, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management and consulting across a wide range of asset classes and planning areas. The firm combines a family-office style service with active use of derivatives and structured products, employing both in-house oversight and third-party sub-advisors.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
user avatar

William B

Series 66

Plano, TX

PMG Family Office, LLC

William Blake II is a financial advisor at PMG Family Office, LLC in Plano, TX, holding a Series 66 designation with 15 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining PMG Family Office in 2021. PMG Family Office provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management using a combination of in-house oversight and third-party sub-advisors, employing strategies that include fundamental, qualitative, and sector analysis as well as the use of derivatives and structured products.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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