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Pgp Financial, Inc. (Hauppauge)


Pgp Financial, Inc. is a large advisory firm based in Hauppauge. It manages $40.6 million of regulatory assets for 167 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 6 other states.

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Pgp Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pgp Financial: assets under management

The assets under management (AUM) of Pgp Financial, Inc. is $40.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pgp Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hauppauge

The principal office where Pgp Financial, Inc. performs its advisory services is located at 225 Wireless Blvd., Hauppauge, NY 11788, which is also the mailing address of the firm. An additional office of the firm is in Syosset, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-952-8600 or by fax 631-952-8608. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.pgpfinancial.com.


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