PFG Advisors
PFG Advisors, LLC is an SEC-registered investment adviser headquartered in Phoenix, Arizona. Founded in 2014, it is a wholly-owned subsidiary of Priority Financial Group, LLC. The firm primarily provides fee-based investment advisory and portfolio management services to individual clients, including high-net-worth individuals, tailored to clients' unique financial goals, objectives, time horizons, and risk tolerance. As of June 2025, the firm reports 119 employees and manages $3.1 billion in assets under management, serving thousands of clients across the United States.
Investment Strategy
PFG Advisors implements a personalized investment advisory approach, focusing on fee-based management for individuals and high-net-worth clients. The firm's strategy emphasizes creating bespoke investment policies, determining asset allocation, selecting appropriate assets, and ongoing monitoring to align with client-specific goals and risk profiles. Advisory services are delivered through registered investment advisor representatives, utilizing regular portfolio reviews, and adapting to market and client needs for balanced, growth-oriented outcomes.
Top Holdings
Equity Positions (612)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 7.53% | $162.9M | 677,423 | $557.11 | $568.03 | +$136.7M |
V VOOG | VANGUARD ADMIRAL FDS INC | 7.12% | $154.1M | 1,750,577 | $396.22 | $396.54 | +$153.0M |
I IAU | ISHARES GOLD TR | 6.88% | $149.0M | 1,432,369 | $61.89 | $62.36 | +$147.3M |
S SCHW | SCHWAB CHARLES CORP | 2.46% | $53.2M | 1,994,936 | $91.21 | $91.24 | +$53.0M |
M MU | MICRON TECHNOLOGY INC | 2.40% | $52.0M | 106,100 | $122.57 | $123.25 | +$51.7M |