PGR Solutions LLC
Legal Name: PGR SOLUTIONS, LLC
Full Contact Details
PGR Solutions LLC
2107 NORTH 1ST STREET, SUITE 415, SAN JOSE, CA
(408) 871-1590
866-294-7650
Other Info
PGR Solutions LLC, also known as PGR SOLUTIONS, LLC, is a California-based Limited Liability Company with 18 employees, a majority of which serve in advisory roles. Although the number of clients served by the firm is unknown, its SEC registration status as Approved since January 2, 2004, indicates a positive outlook.
PGR Solutions
PGR Solutions, LLC, we don’t just offer traditional financial planning—we provide financial life planning.
Retirement Plan and Personal Advisory Services
fiduciary advisor, life planning, investment management, investment strategy, 401(k) advisor, retirement plan advisor, personal wealth mangement
Direct Owners
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DANIEL CHARLES GUTIERREZ
LLC MEMBER owns more than 10% but less than 25%
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DAVID ELVYN ROBERTS
LLC MEMBER owns more than 10% but less than 25%
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JACOB RICHARD PARSONS
CEO & LLC MEMBER owns more than 10% but less than 25%
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JOHN WILLIAM PIHL
LLC MEMBER owns more than 10% but less than 25%
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KELLY L. ROEMERS
CHIEF COMPLIANCE OFFICER, LLC MEMBER owns more than 5% but less than 10%