William Fredrick Blake
Investment adviser representative at Pmg Family Office, LLC
15 yearsExperience
1 stateRegistered in
$144MFirm assets
2 yearsFirm in business
Are you William Fredrick Blake? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Pmg Family Office, LLCJan 2021 to now
- UBS Financial Services IncJun 2011 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pmg Family Office, LLC
$144MAssets managed
77Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5790727
- Firm CRD
- 312154