Investment adviser · CRD 119490
PGR SOLUTIONS, LLC
Investment adviser filing (IA)
SAN JOSE, CA, United States · Form ADV filed Mar 14, 2019
- Regulatory AUM
- $676M Form ADV · Item 5.F
- Client accounts
- 1,003 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 12 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 |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $247,493,088 | 36.6% |
| Retirement plans | 72 | $166,015,914 | 24.6% |
| High-net-worth individuals | 73 | $160,531,098 | 23.7% |
| Individuals | 408 | $100,484,068 | 14.9% |
| Corporations & businesses | Fewer than 5 | $1,669,458 | 0.2% |
Filing source
Form ADV 1281108 · Mar 14, 2019 · 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 14, 2019. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
2107 NORTH 1ST STREET, SUITE 415SAN JOSE, CA, 95131, United States
CRD 119490
Filing source
Form ADV 1281108 · Mar 14, 2019 · 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.