Private Management Group Inc
Firm details
- Headquarters
- Irvine, California
- CRD number
- 104707
- Registered since
- September 26, 1986
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.96%
- Individuals12.75%
- Pension & Profit Sharing Plans4.4%
- Corporations / Businesses1.74%
- Charitable Organizations1.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Private Management Group Inc is an independent, individually owned registered investment adviser that has been SEC-registered since 1986. The firm manages assets on a percentage-of-AUM fee model and serves both individual and family clients as well as institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses and on portfolio management for businesses or institutions. The firm is not identified as an active ESG investor.
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
- Exchange Traded Equities72%
- Investment Grade Corp Bonds12%
- Non-Investment Grade Corp Bonds9%
- US Government Bonds4%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$65.7M in ETFs
94%
$61.9M
3%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $9.8M | 107,199 | 14.94% |
Location
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 15635 Alton Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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