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PRIVATE WEALTH GROUP, LLC
4902 Eisenhower Blvd
Suite 150
Tampa, Florida 33634
Tel: 813-226-1900
About PRIVATE WEALTH GROUP, LLC
PRIVATE WEALTH GROUP, LLC, formally registered with the SEC as PRIVATE WEALTH GROUP, LLC. The firm was established in 04/19/2007. They have over 2 offices throughout the country.
PRIVATE WEALTH GROUP, LLC is a Tampa, Florida based Financial Planning firm with nearly $281,812,005 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128560 |
| SEC# | 801-67745 |
| Assets Managed by Firm | $281,812,005 |
| No. of Clients | 618 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 618 | $281,812,005 |
| Individuals (other than high net worth individuals) | 135 | $38,313,415 |
| High net worth individuals | 84 | $214,538,628 |
| Charitable organizations | 1 | $17,939,568 |
| Corporations or other businesses | 9 | $11,020,394 |
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