PGI Wealth Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

350 Sevilla Ave Ste 100, Coral Gables, F...

Phone Number

(786) 747-4162

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About PGI Wealth Management

PGI Wealth Management Group provides financial solutions aimed at offering clarity, direction, and confidence to clients including individuals, families, businesses, and institutions. They specialize in a comprehensive range of services such as financial planning, retirement planning, investment management, estate legacy planning, and insurance planning for individuals and families. For businesses, they offer services tailored to their needs, including retirement plans, group insurance, exit succession strategies, business protection, and key employee benefits. Their goal is to help clients preserve, grow, and manage wealth effectively.Explore more
PGI Wealth Management's Social MediaPopular SearchesPGI Wealth ManagementPhilip James Wealth Management LLCPGI Wealth Management LLCPearl Financial ServicePearl Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

PGI Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PGI Wealth Management

<$5M
11-50
Private
-
2016
<$5M
1-10
Private
-
1984
KP
Kathryn PfeltzChief Operating Officer
<$5M
1-10
Private
-
2016
GA
Gigi AlinsodDirector, Marketing
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
2013
BC
Bryce CareyPartner, CERTIFIED FINANCIAL PLANNER Practitioner
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PGI Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PGI Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PGI Wealth Management.

PGI Wealth Management Tech Stack

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Frequently Asked Questions Regarding PGI Wealth Management

What is PGI Wealth Management's official website?
PGI Wealth Management's official website is www.pgiwealthmanagement.com
What is PGI Wealth Management's Revenue?
PGI Wealth Management's revenue is <$5 Million
What is PGI Wealth Management's SIC code?
PGI Wealth Management's SIC: 62,628
What is PGI Wealth Management's NAICS code?
PGI Wealth Management's NAICS: 52,523
How many employees does PGI Wealth Management have?
PGI Wealth Management has 11-50 employees
What industry does PGI Wealth Management belong to?
PGI Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is PGI Wealth Management competition?
PGI Wealth Management top competitors include: Columbia Wealth Management, NorthLanding Financial Partners, TRSS Wealth Management, PFG Private Wealth Management
What technology does PGI Wealth Management use?
Some of the popular technologies that PGI Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Flywheel
How do I contact PGI Wealth Management?
PGI Wealth Management contact info: Phone number: (786) 747-4162 Website: www.pgiwealthmanagement.com
What does PGI Wealth Management do?

PGI Wealth Management Group provides financial solutions aimed at offering clarity, direction, and confidence to clients including individuals, families, businesses, and institutions. They specialize in a comprehensive range of services such as financial planning, retirement planning, investment management, estate legacy planning, and insurance pla... nning for individuals and families. For businesses, they offer services tailored to their needs, including retirement plans, group insurance, exit succession strategies, business protection, and key employee benefits. Their goal is to help clients preserve, grow, and manage wealth effectively.Read More

What are PGI Wealth Management social media links?
PGI Wealth Management Linkedin page PGI Wealth Management Facebook page
Is PGI Wealth Management a public company?
PGI Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about PGI Wealth Management

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