Pfg Investments, LLC
● SEC registered since 2012CRD 116537SEC# 801-77166Woodbury, NY
Reg. AUM
$2.11B
Employees
161
Accounts
6,470
Location
Woodbury, NY
About Pfg Investments
PFG Investments is associated with Infinite Investment Strategies, an asset advisory practice for individuals and families. It offers personalized attention aimed at growing, preserving, and giving wealth across stages of life.
Summary based on the firm’s website.
Pfg Investments, LLC assets under management
Pfg Investments, LLC is an investment advisory firm registered with the SEC based in Woodbury, NY. The firm has been registered since 2012. It reports $2.1 billion in regulatory assets under management and employs 161 people.
Pfg Investments, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 3dw Holdings Ltd, D/B/A Vfg Holdings | Parent Company | Over 75% | 2025 |
| Joseph John Trifiletti Control | President | Under 5% | 2019 |
| Jr Daniel Antenor Control | Chief Operations Officer | Under 5% | 2022 |
| Megan Lynn Plapp Control | Chief Financial Officer | Under 5% | 2018 |
| Michele Joi Delsordo | Chief Compliance Officer | Under 5% | 2026 |
| Stephen Alfred Distante Control | Ceo | Under 5% | 2000 |
| Steven Matthew Howe | Director Of Business Development | Under 5% | 2024 |
| Vfg Employee Stock Ownership (401 K) Plan | Employee Stock Ownership Plan | Over 75% | 2025 |
Frequently asked questions
How much does Pfg Investments, LLC manage?
Pfg Investments, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Pfg Investments, LLC have?
Pfg Investments, LLC reports 161 employees.
Where is Pfg Investments, LLC located?
Pfg Investments, LLC is based in Woodbury, NY and has been SEC-registered since 2012.
Does Pfg Investments, LLC disclose fund performance?
Pfg Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 Froehlich Farm Blvd., Woodbury, NY 11797 |
| Phone | 631-845-5100 |
| Fax | 631-845-4531 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.11B▲ 30%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,389 advisers
EmployeesTop 5%
More than 95% of 16,799 advisers
Assets under management
$2.11Bregulatory AUM
Discretionary $1.94BNon-discretionary $175.6M