PRIVATE ADVISOR GROUP, LLC

65 Madison Avenue, Suite 300
Morristown, New Jersey 7960
Tel: 973-538-7010

About PRIVATE ADVISOR GROUP, LLC

PRIVATE ADVISOR GROUP, LLC, formally registered with the SEC as PRIVATE ADVISOR GROUP, LLC. The firm was established in 01/03/2011. They have over 350 offices throughout the country.

PRIVATE ADVISOR GROUP, LLC is a Morristown, New Jersey based Financial Planning firm with nearly $28,519,298,513 assets under management, offering retirement planning & investment advisory services to 114555 clients. The firm is staffed with 713 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155216
SEC#	801-72060
Assets Managed by Firm	$28,519,298,513
No. of Clients	114555
No. of Advisors	713

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(SOLICITOR/REFERRAL FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	114555	$28,519,298,513
Individuals (other than high net worth individuals)	96593	$13,854,620,536
High net worth individuals	15474	$13,071,016,926
Pension and profit sharing plans	1455	$390,879,837
Charitable organizations	375	$183,010,879
Corporations or other businesses	584	$656,632,274

Inquire with PRIVATE ADVISOR GROUP, LLC

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