PGI Wealth Management

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PGI Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Alpharetta, GA, US

Alternative Asset Classes

-

About

PGI Wealth Management is an Alpharetta-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on discretionary and non-discretionary basis. The services it offers include asset management, financial planning, retirement planning, estate planning, insurance planning, portfolio management, and pension consulting services. It advises individuals, high net worth individuals, pension and profit-sharing plans, non-profit and charitable organizations.

PGI Wealth Management - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
PresidentAlpharetta, USGEN
Chief Investment OfficerAlpharetta, USGEN
Investment AdvisorAlpharetta, USGEN
Investment AdvisorAlpharetta, USGEN
Investment Advisor RepresentativeAlpharetta, USGEN

Showing 5 of 5 known decision makers PGI Wealth Management

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