PRIVATE ADVISOR GROUP, LLC

305 Madison Avenue
Morristown, New Jersey 07960
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 $35,289,437,628 assets under management, offering retirement planning & investment advisory services to 129657 clients. The firm is staffed with 746 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155216
SEC#	801-72060
Assets Managed by Firm	$35,289,437,628
No. of Clients	129657
No. of Advisors	746

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR/REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (SOLICITATION/REFERRAL)

Firm Client Information

	No. of Clients	AUM
Firm Total	129657	$35,289,437,628
Individuals (other than high net worth individuals)	110556	$17,726,427,350
High net worth individuals	16763	$15,811,418,189
Pension and profit sharing plans	1287	$427,982,641
Charitable organizations	407	$201,251,668
Corporations or other businesses	573	$713,293,390

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MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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