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Building 2PRIVATE CLIENT ADVISOR GROUP, LLC

Map pinPALM CITY, FL
Phone516-241-3934
NotebookSEC #801-134899
Total AUM
$110M
Employees
6
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
901 SW MARTIN DOWNS BLVD., SUITE 200 D
PALM CITY
FL 34990
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
516-241-3934
Other Offices
1

ReceiptFinancials

Total AUM
$110M
Accounts
391
Discretionary
$110M
Accounts
391
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$35.2M
HNW Individual Clients
52
AUM
$74.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMONENYOKTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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