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Building 2THE PRIVATE CLIENT ADVISORY GROUP, LLC

Map pinMANASQUAN, NJ
Phone732-702-2844
NotebookSEC #801-120118
Total AUM
$32.7M
Employees
5
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2517 HIGHWAY 35
BUILDING L, SUITE 100
MANASQUAN
NJ 08736
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
732-702-2844
Other Offices
3

ReceiptFinancials

Total AUM
$32.7M
Accounts
154
Discretionary
$29.7M
Accounts
135
Non-Discretionary
$3M
Accounts
19

ContactClients

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Individual Clients
106
AUM
$20.9M
HNW Individual Clients
8
AUM
$11.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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