Pcs Retirement Llc
$166M reported client assets across 3 advisory firms in FY2024 annual amendments
Reported client assets over time
$61.4M
$61.4M
2023
2024
Same-firm comparison: 1 firms that reported Pcs Retirement Llc in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| The Professional Financial Company Llc | $63.1M | $361M | 17.5% | 03/31/2025 |
| Sgroi Wealth Advisory Group Llc | $61.4M | $1.1B | 5.7% | 03/24/2025 |
| West Ridge Advisors, Llc | $41.1M | $268M | 15.3% | 03/31/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.