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PRIVATE MANAGEMENT GROUP INC

15635 Alton Parkway
Suite 400
Irvine, California 92618
Tel: 949-752-7500

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About PRIVATE MANAGEMENT GROUP INC

PRIVATE MANAGEMENT GROUP INC, formally registered with the SEC as PRIVATE MANAGEMENT GROUP INC. The firm was established in 09/26/1986. They have over 1 offices throughout the country.

PRIVATE MANAGEMENT GROUP INC is a Irvine, California based Financial Planning firm with nearly $3,510,342,406 assets under management, offering retirement planning & investment advisory services to 6222 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104707
SEC# 801-28023
Assets Managed by Firm $3,510,342,406
No. of Clients 6222
No. of Advisors 15

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total6222$3,510,342,406
Individuals (other than high net worth individuals)2273$570,359,930
High net worth individuals769$2,643,735,161
Pension and profit sharing plans143$191,493,183
Charitable organizations31$37,770,811
Corporations or other businesses35$66,983,321
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