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Investec Pmg Advisors LLC (West Conshohocken)


Investec Pmg Advisors LLC is a large advisory firm based in West Conshohocken. It manages $760.37 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Pennsylvania.

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Investec Pmg Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investec Pmg Advisors: assets under management

The assets under management (AUM) of Investec Pmg Advisors LLC is $760.37 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $736.12 million in discretionary accounts and $24.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.06 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investec Pmg 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.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Investec Holdings Limited Shareholder 1 Dec 1985 50% - 75% foreign
Gibraltar Shareholder 1 Mar 2001 75% - 100% foreign
Investec Group Limited Shareholder 1 Mar 2001 75% - 100% foreign
Investec Pmg Holdings Corp. Shareholder 1 Jun 2001 75% - 100% 13-4174826
Investec Usa Holdings Corp. Shareholder 1 Jun 2001 75% - 100% 52-2082892
Anthony James Basile Shareholder 1 Jan 2003 25% - 50% 1184601
Richard Allen Zackroff Shareholder 1 Jan 2003 25% - 50% 475562

Based in West Conshohocken

The principal office where Investec Pmg Advisors LLC performs its advisory services is located at Four Falls Corporate Center, West Conshohocken, PA 19428 2961, 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 610-260-6240 or by fax 610-260-6441. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pmga.com.


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