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Building 2PRIVATE CAPITAL GROUP, LLC

Map pinWEST HARTFORD, CT
Phone860.561.1162
NotebookSEC #801-62078
Total AUM
$1B
Employees
10
Clients
644

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 SOUTH MAIN STREET
SUITE 300
WEST HARTFORD
CT 06107
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
860.561.1162

ReceiptFinancials

Total AUM
$1B
Accounts
1,794
Discretionary
$1B
Accounts
1,794
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
449
AUM
$275.3M
HNW Individual Clients
182
AUM
$642.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M
Charitable Organization Clients
12
AUM
$92.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLILMAMDMENCNENHNJNYPARISCTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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