THE PRIVATE INVESTMENT GROUP, INC.

800 East Franklin Street
Centerville, Ohio 45459
Tel: 937-434-0500

About THE PRIVATE INVESTMENT GROUP, INC.

THE PRIVATE INVESTMENT GROUP, INC, formally registered with the SEC as THE PRIVATE INVESTMENT GROUP, INC. The firm was established in 11/07/2003. They have over 1 offices throughout the country.

THE PRIVATE INVESTMENT GROUP, INC. is a Centerville, Ohio based Financial Planning firm with nearly $147,759,837 assets under management, offering retirement planning & investment advisory services to 438 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128876
SEC#	801-62497
Assets Managed by Firm	$147,759,837
No. of Clients	438
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	438	$147,759,837
Individuals (other than high net worth individuals)	92	$36,513,733
High net worth individuals	33	$111,246,104

More Retirement Planning firms in Centerville, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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