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PRIVATE MANAGEMENT GROUP INC
15635 Alton Parkway
Suite 400
Irvine, California 92618
Tel: 949-752-7500
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 $4,167,304,710 assets under management, offering retirement planning & investment advisory services to 6440 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104707 |
| SEC# | 801-28023 |
| Assets Managed by Firm | $4,167,304,710 |
| No. of Clients | 6440 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6440 | $4,167,304,710 |
| Individuals (other than high net worth individuals) | 2223 | $576,064,486 |
| High net worth individuals | 884 | $3,269,300,071 |
| Pension and profit sharing plans | 134 | $220,879,889 |
| Charitable organizations | 34 | $42,149,096 |
| Corporations or other businesses | 35 | $58,911,168 |
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