Pf Advisors, Llc
- Regulatory AUM
- $238M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $238M
- Accounts
- 8
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $238M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ibew Local No. 229 Pension Fund Ibew Local No. 229 Pension Fund | 2024 | |
| Plumbers And Pipefitters Local 520 Pension Plan Plumbers And Pipefitters Local 520 Pension Plan | 2024 | |
| Susquehanna Laborers Combined Pension Fund Trustees Of Susquehanna Laborers Combined Pension Fund | 2024 | |
| Ibew Local No. 143 Pension Plan Ibew Local No. 143 Pension Plan | 2024 | |
| Roofers Union Local 30 Combined Annuity Fund Joint Board Of Trustees Roofers Union Local 30 | 2024 | |
| Ibew Local 269 Pension Plan Ibew Local 269 Pension Fund | 2024 | |
| Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan Retail Wholesale Department Store Defined Contribution Pension Plan | 2024 | |
| Ibew Local Union 269 Annuity Fund Ibew Local Union 269 Annuity Fund | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip George Fraley | President & Cco | Jun 2015 (11y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ibew Local No. 229 Pension Fund | Ibew Local No. 229 Pension Fund | 228 | $45.4M | 06/01/2024 |
| Plumbers And Pipefitters Local 520 Pension Plan | Plumbers And Pipefitters Local 520 Pension Plan | 972 | $301M | 05/01/2024 |
| Susquehanna Laborers Combined Pension Fund | Trustees Of Susquehanna Laborers Combined Pension Fund | 173 | $58.8M | 05/01/2024 |
| Ibew Local No. 143 Pension Plan | Ibew Local No. 143 Pension Plan | 365 | $80.5M | 01/01/2024 |
| Roofers Union Local 30 Combined Annuity Fund | Joint Board Of Trustees Roofers Union Local 30 | 1,985 | $112M | 01/01/2024 |
| Ibew Local 269 Pension Plan | Ibew Local 269 Pension Fund | 858 | $220M | 01/01/2024 |
| Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan | Retail Wholesale Department Store Defined Contribution Pension Plan | 2,253 | $4.3M | 01/01/2024 |
| Ibew Local Union 269 Annuity Fund | Ibew Local Union 269 Annuity Fund | 989 | $298M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗