Investment adviser · CRD 144798
PFE ADVISORS, INC.
Investment adviser filing (IA)
SOUTHBOROUGH, MA, United States · Form ADV filed Mar 31, 2021
- Regulatory AUM
- $16.6M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 107 | $16,642,543 | 100.0% |
Filing source
Form ADV 1516103 · Mar 31, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 31, 2021. View historical filings
Reported services
Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
153 CORDAVILLE ROAD, SUITE 230SOUTHBOROUGH, MA, 01772, United States
CRD 144798
Filing source
Form ADV 1516103 · Mar 31, 2021 · 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.