PFG PRIVATE WEALTH MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

101

Total plan assets

$28.0M

Filings (rows)

Direct comp

$66K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WILKES & MCHUGH, PA WILKES & ASSOCIATES, PA 401(K) PLAN	TAMPA, FL	Advisor / Consultant	51	$15.3M	$36K	$0
THE WILKES FIRM, P.A. WILKES & ASSOCIATES, PA 401(K) PLAN	TAMPA, FL	Advisor / Consultant	50	$12.7M