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CRD 312154
PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM FREDRICK BLAKE | n/a | PLANO, TX | 5 | 16 | 2 | no |
| Amanda L Farrar | n/a | PLANO, TX | 1 | 16 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLAKE, WILLIAM, FREDRICK | MANAGING MEMBER | F | yes | 01/2021 | Jan 15, 2021 | Aug 7, 2024 |
| BLAKE, WILLIAM, FREDRICK | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | Na | yes | 01/2021 | Jan 15, 2021 | Aug 7, 2024 |
| DEWITT, ALAN, KIEFT | PASSIVE MEMBER | F | yes | 01/2021 | Jul 25, 2024 | Aug 7, 2024 |
| PMG FAMILY ASSETS, LLC | MANAGING MEMBER | E | yes | 01/2021 | Dec 16, 2020 | Aug 7, 2024 |
| POSKA, SHIRLEY, VETA | PASSIVE MEMBER | F | yes | 01/2021 | Jul 25, 2024 | Aug 7, 2024 |
| QUINNELL, BRUCE, ADAM | PASSIVE MEMBER | F | yes | 01/2021 | Jul 25, 2024 | Aug 7, 2024 |
| ROVNER, IVAN, DAVID | PASSIVE MEMBER | F | yes | 01/2021 | Jul 25, 2024 | Aug 7, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 27, 2026 | $144M | $129M | 2 | 2 | 0 | n/a | n/a |
| 2024 | Feb 6, 2025 | $122M | $107M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $144M | $122M | 18.3% | n/a | n/a | 2 | 1 | 0 | 0 |