Insights

Market Niche PGI SelfDirected operates within the specialized financial services sector, focusing on self-directed IRA and 401K plans, offering a unique opportunity to target professionals and advisors interested in alternative retirement investment solutions.

Client Autonomy The company's emphasis on 'checkbook control' enables clients to have full investment discretion, which positions the firm to promote ancillary services such as investment education, compliance support, and technology tools that enhance client experience.

Technological Stack Utilizing diverse web and analytics tools like Google Analytics and reCAPTCHA indicates potential for upselling advanced digital marketing, client engagement solutions, or compliance management platforms tailored for financial service providers.

Growth Potential With revenues between 1M and 10M and a small team, PGI presents an ideal target for growth strategy partnerships or scalable SaaS solutions that can support increasing client volume and operational efficiency.

Industry Connection Its relationship with similar firms like uDirect IRA Services and STRATA Trust suggests opportunities for collaborative ventures, referral networks, or competitive benchmarking tools to expand market reach and service offerings.

Similar companies to PGI SelfDirected

PGI SelfDirected Tech Stack

PGI SelfDirected uses 8 technology products and services including Open Graph, Element UI, Immutable.js, and more. Explore PGI SelfDirected's tech stack below.

  • Open Graph
    Content Management System
  • Element UI
    Javascript Frameworks
  • Immutable.js
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Polyfill
    Javascript Libraries
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • prettyPhoto
    Web Tools And Plugins

Media & News

PGI SelfDirected's Email Address Formats

PGI SelfDirected uses at least 1 format(s):
PGI SelfDirected Email FormatsExamplePercentage
First@pgiselfdirected.comJohn@pgiselfdirected.com
50%
First@pgiselfdirected.comJohn@pgiselfdirected.com
50%

Frequently Asked Questions

Where is PGI SelfDirected's headquarters located?

Minus sign iconPlus sign icon
PGI SelfDirected's main headquarters is located at 6480 West Gary Drive Chandler, Arizona 85226 United States. The company has employees across 1 continents, including North America.

What is PGI SelfDirected's phone number?

Minus sign iconPlus sign icon
You can contact PGI SelfDirected's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PGI SelfDirected's official website and social media links?

Minus sign iconPlus sign icon
PGI SelfDirected's official website is pgiselfdirected.com and has social profiles on LinkedIn.

What is PGI SelfDirected's SIC code NAICS code?

Minus sign iconPlus sign icon
PGI SelfDirected's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does PGI SelfDirected have currently?

Minus sign iconPlus sign icon
As of February 2026, PGI SelfDirected has approximately 4 employees across 1 continents, including North America. Key team members include President: J. P.Retired: H. V.Free And Easy: A. H.. Explore PGI SelfDirected's employee directory with LeadIQ.

What industry does PGI SelfDirected belong to?

Minus sign iconPlus sign icon
PGI SelfDirected operates in the Financial Services industry.

What technology does PGI SelfDirected use?

Minus sign iconPlus sign icon
PGI SelfDirected's tech stack includes Open GraphElement UIImmutable.jsjQuery UIPolyfillreCAPTCHAGoogle AnalyticsprettyPhoto.

What is PGI SelfDirected's email format?

Minus sign iconPlus sign icon
PGI SelfDirected's email format typically follows the pattern of First@pgiselfdirected.com. Find more PGI SelfDirected email formats with LeadIQ.

When was PGI SelfDirected founded?

Minus sign iconPlus sign icon
PGI SelfDirected was founded in 2005.

PGI SelfDirected

Financial ServicesArizona, United States2-10 Employees

PGI SelfDirected assists individuals in establishing self-directed IRA or 401K plans that permit the account owner to have full control of their retirement assets and how they choose to invest..  This type of account permits individuals to invest retirement assets into asset classes other than stocks, bonds and mutual funds....this typically may involve investments in real estate but is open to so much more.

While all IRS and DOL regulations must be adhered to In establishing and executing these plans, clients have direct control (commonly marketed as "checkbook" control) of their retirement funds to invest as they believe fit.  They choose what they wish to invest in...as long as they adhere to all IRS and DOL regulations.  

PGI does not offer tax, legal, financial or investment advice.  Rather, PGI establishes such plans so that our clients have this ability to self-direct.

Section iconCompany Overview

Headquarters
6480 West Gary Drive Chandler, Arizona 85226 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    PGI SelfDirected's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    PGI SelfDirected's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.