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PRIVATE ADVISOR GROUP, LLC
MORRISTOWN, NJ
973-538-7010
SEC #801-72060Total AUM
$44.3B
Employees
674Clients
142,228Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
305 MADISON AVENUE
MORRISTOWN
NJ 07960
United States
MORRISTOWN
NJ 07960
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
973-538-7010
Other Offices
476
Financials
Total AUM
$44.3B
Accounts
142,226Discretionary
$44.3B
Accounts
142,217Non-Discretionary
$8.2M
Accounts
9
Clients
Individual Clients
117,657AUM
$19.9B
HNW Individual Clients
22,083AUM
$22.4B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1,195AUM
$389.3M
Charitable Organization Clients
554AUM
$314.4M
Government Entity Clients
67AUM
$435.2M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
12AUM
$16.5M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
657AUM
$824.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
SOLICITATION/REFERRAL
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES
Compliance
Disclosures
Felony ChargeOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.