15635 Alton Parkway
Suite 400
Irvine, California 92618
Tel: 949-752-7500
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.
SEC Current Status | Approved |
Firm CRD# | 104707 |
SEC# | 801-28023 |
Assets Managed by Firm | $3,510,342,406 |
No. of Clients | 6222 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6222 | $3,510,342,406 |
Individuals (other than high net worth individuals) | 2273 | $570,359,930 |
High net worth individuals | 769 | $2,643,735,161 |
Pension and profit sharing plans | 143 | $191,493,183 |
Charitable organizations | 31 | $37,770,811 |
Corporations or other businesses | 35 | $66,983,321 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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