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Passive Member · PMG Family Office, LLC

Vicki M. Blake

CRD 8040663 · Named on Form ADV at one SEC-registered adviser

At a glance

PMG Family Office, LLC, an SEC-registered wealth manager based in Plano, TX with $144 million in regulatory assets, lists Vicki M. Blake on its Form ADV as Passive Member.

Firms and roles

AtlasMembers

Vicki’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • William F. BlakeChief Executive Officer & Chief Compliance Officer, PMG Family Office, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vicki’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.