William Fredrick Blake

Employer firm

Pmg Family Office, LLC CRD 312154

$144M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 01/2021
  Ubs Financial Services Inc
  Dallas, TX
• 01/2021 → Present
  Pmg Family Office, Llc
  Plano, TX

Previous Registrations

• 2011-06-21 → 2021-01-28
  Ubs Financial Services Inc.
  Dallas, TX
  Plano, TX
• 2010-07-01 → 2011-06-24
  Msi Financial Services, Inc.
  Dallas, TX

Other Businesses

1) RENTAL PROPERTY; INVESTMENT-RELATED; 7824 EAGLE CREEK DRIVE, SARASOTA, FL 34243; RENTAL HOME; CO-OWNER; 9/22/2002; .25; 0; REVIEWING RENT COLLECTION. MANAGEMENT IS PROVIDED BY THE OTHER OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-07

Other Names

• Bill Blake
• William F. Blake
• William Frederick Blake