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Building 2THE PRIVATE INVESTMENT GROUP, INC.

Map pinKETTERING, OH
Phone937-434-0500
NotebookSEC #801-62497
Total AUM
$179.3M
Employees
4
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 LINCOLN PARK BLVD
SUITE 222
KETTERING
OH 45440
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
937-434-0500

ReceiptFinancials

Total AUM
$179.3M
Accounts
459
Discretionary
$178.6M
Accounts
438
Non-Discretionary
$777.3K
Accounts
21

ContactClients

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Individual Clients
142
AUM
$38.6M
HNW Individual Clients
42
AUM
$140.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLOHSCTX

HandshakeAffiliates

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

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