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PRIVATE CLIENT GROUP ASSET MANAGEMENT
240 Main Street
Building D Suite 200
Gladstone, New Jersey 07934
Tel: 908-719-3024
About PRIVATE CLIENT GROUP ASSET MANAGEMENT
PRIVATE CLIENT GROUP ASSET MANAGEMENT, formally registered with the SEC as PRIVATE CLIENT GROUP ASSET MANAGEMENT. The firm was established in 08/11/2022. They have over 1 offices throughout the country.
PRIVATE CLIENT GROUP ASSET MANAGEMENT is a Gladstone, New Jersey based Financial Planning firm with nearly $125,448,009 assets under management, offering retirement planning & investment advisory services to 224 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148208 |
| SEC# | 801-126371 |
| Assets Managed by Firm | $125,448,009 |
| No. of Clients | 224 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 224 | $125,448,009 |
| Individuals (other than high net worth individuals) | 61 | $24,775,057 |
| High net worth individuals | 49 | $100,672,952 |
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