Psg Investment Advisors, LLC (Fulton)

Psg Investment Advisors, LLC is an investment adviser to an investment company based in Fulton. It manages $18.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

Psg Investment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Psg Investment Advisors: assets under management

The assets under management (AUM) of Psg Investment Advisors, LLC is $18.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.8 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Psg Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Psg Investment Advisors serves?

The only and largest group of clients of Psg Investment Advisors is investment companies with 1 clients and $18.8 million of assets under management. Among the 4 most similar advisory firms, Psg Investment Advisors has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $18.8 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Psg Investment Advisors doesn't advise any private funds.

Careers at Psg Investment Advisors, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Victor Giordani	Member	1 Nov 2011	Other	4245400
Llc Psg Companies	Member	1 Dec 2011	75% - 100%	27-3820546
Lauren Gail Gretchen	Chief compliance officer	1 Feb 2012	Other	2690894

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Jerry Kvech	Member	1 Dec 2011	50% - 75%	2247945
Robert Hayes Carson	Managing member	1 Dec 2011	50% - 75%	2372566
Lawrence Jay Briskin	Member	1 Dec 2011	25% - 50%	1738085
Donald Sterling Hannahs	Member	1 Dec 2011	25% - 50%	1661717

Based in Fulton

The principal office where Psg Investment Advisors, LLC performs its advisory services is located at 8161 Maple Lawn Blvd., Fulton, MD 20759, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-543-6000 or by fax 301-543-6030. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.