George
Maroudas
Pmg Wealth Management
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About this Advisor
George Maroudas is a financial advisor working out of Lake Zurich, Illinois with 3 years of industry experience. Maroudas works at Pmg Wealth Management. During their career, Maroudas has held roles at Pmg Wealth Managmenet, Michigan State University, John Cabot University, U-Haul, Lake Zurich High School, Dick'S Sporting Goods, Lpl Financial, LLC and Pmg Wealth Management, Inc. Maroudas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Pmg Wealth Management is an advisory business operating out of Lake Zurich, IL. The firm has just four advisors. It controls $126 million in assets between its 622 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 622 customer accounts, 15% are associated with high-net-worth individuals who have more than $1 million in assets. Pmg Wealth Management performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Pmg Wealth Management most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pmg Wealth Management Brokerage Details
$125,622,113
4
622
$201,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
George Maroudas Work History
George has been registered as a financial advisor for 3 years.*
Pmg Wealth Management, Inc
Lpl Financial, LLC
Pmg Wealth Managmenet
John Cabot University
U-Haul
Michigan State University
Dick'S Sporting Goods
Lake Zurich High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Maroudas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pmg Wealth Management
Lake Zurich, IL
Cape Coral, FL
Lake Zurich, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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