Pfs Investments Inc.
● SEC registered since 2011CRD 10111SEC# 801-72263Duluth, GA
Reg. AUM
$15.54B
Employees
3,992
Accounts
89,813
Location
Duluth, GA
Pfs Investments Inc. assets under management
Pfs Investments Inc. is a registered investment adviser overseen by the SEC based in Duluth, GA. The firm has been registered since 2011. It reports $15.5 billion in regulatory assets under management and employs 3,992 people.
Pfs Investments Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Steven Weigle Control | Director And Executive Vice President | Under 5% | 2023 |
| Daniel Aaron Woodring Control | Executive Vice President And Chief Compliance Officer | Under 5% | 2011 |
| Dasia Deborah Coley Control | Vice President And Chief Financial Officer | Under 5% | 2024 |
| Deborah Lynn Miller Control | Executive Vice President | Under 5% | 2010 |
| Karen Lynn Sukin Control | Executive Vice President And General Counsel | Under 5% | 2015 |
| Lori Allison Rivet Control | Executive Vice President | Under 5% | 2017 |
| Michael Kurt Wells | Executive Vice President & Treasurer | Under 5% | 2023 |
| Michael Lesutis Control | Senior Vice President & Chief Counsel | Under 5% | 2024 |
| Nicholas Adam Jendusa Control | Executive Vice President | Under 5% | 2023 |
| Paul Etienne Regard Control | President, Director And Chief Executive Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Pfs Investments Inc. manage?
Pfs Investments Inc. reports $15.5 billion in regulatory assets under management on its Form ADV.
How many employees does Pfs Investments Inc. have?
Pfs Investments Inc. reports 3,992 employees.
Where is Pfs Investments Inc. located?
Pfs Investments Inc. is based in Duluth, GA and has been SEC-registered since 2011.
Does Pfs Investments Inc. disclose fund performance?
Pfs Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Primerica Parkway, Duluth, GA 30099-0001 |
| Phone | 833-786-0550 |
| Fax | 470-564-6222 |
| Office hours | 08:30-17:30 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 354497 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$15.54B▲ 39%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers
Assets under management
$15.54Bregulatory AUM
Discretionary $15.54B