Investment adviser · CRD 115013

PBGH FINANCIAL ADVISORS, INC.

Investment adviser filing (IA)

FREDERICKSBURG, VA, United States · Form ADV filed Feb 17, 2012

Regulatory AUM
$135M
Form ADV · Item 5.F
Client accounts
610
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 17, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

725 JACKSON STREET, SUITE 210
FREDERICKSBURG, VA, 22401, United States

CRD 115013

Filing source

Form ADV 601394 · Feb 17, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.