Pfs Investments Inc. (Duluth)
Pfs Investments Inc. Is a Large Advisory Firm Based in Duluth. It Manages $3.07 Billion of Regulatory Assets for 28,263 Client Accounts. It Has Been Registered...
Pfs Investments Inc. is a large advisory firm based in Duluth. It manages $3.07 billion of regulatory assets for 28,263 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Pfs Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Pfs Investments: assets under management
The assets under management (AUM) of Pfs Investments Inc. is $3.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 587% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $3.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108.47 thousand each.
Investments
The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is investment and business development companies, which make up 37% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
