Private Client Group Asset Management
Firm details
- Headquarters
- Gladstone, New Jersey
- CRD number
- 148208
- Registered since
- August 11, 2022
- Website
- www.privateclientgroupam.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.81%
- Individuals15.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Private Client Group Asset Management is an independent, individual-owned RIA that registered with the SEC in 2022. The firm focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and selecting outside advisers. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm operates as a capital allocator, using third-party managers to access certain strategies rather than solely building in-house private vehicles. It does not position itself as an ESG or multi-state specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities31%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$85M in ETFs
78%
$65.9M
15%
$19.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $15.3M | 40,090 | 17.96% |
Location
Gladstone, NJ
Somerset
Location
Gladstone, NJ
Headquartered in Gladstone, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 240 Main St
- Time zone
- ET (UTC-5)
- Office locations
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