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Pef Advisors, LLC (Roswell)


Pef Advisors, LLC is a large advisory firm based in Roswell. It manages $75 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Georgia and Texas.

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Pef Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pef Advisors: assets under management

The assets under management (AUM) of Pef Advisors, LLC is $75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pef Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roswell

The principal office where Pef Advisors, LLC performs its advisory services is located at 300 Mansell Court East, Roswell, GA 30076, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-353-2190 or by fax 678-353-2188. The normal business hours are 8am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.pefadvisors.com.


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