Ppg Investments, LLC is a large advisory firm based in Plano. It manages $97.8 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.
Ppg Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ppg Investments, LLC is $97.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ppg Investments, LLC for their services and products based on a percentage of assets under management. 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.
David P Gamble has been acting as President since 1 Oct 2000. David Paul Gamble joined the executive team most recently as the President.
The principal office where Ppg Investments, LLC performs its advisory services is located at 2700 Polo Lane, Plano, TX 75093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-781-1993 or by fax 972-781-1993. The normal business hours are 8:00 am - 3:00 pm on Monday - Friday.