Private Wealth Group, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 128560
- Registered since
- April 19, 2007
- Website
- www.privatewealthgroup.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.14%
- Individuals18.5%
- Charitable Organizations6.66%
- Corporations / Businesses0.7%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Private Wealth Group, LLC is a fee-based wealth manager organized as an LLC and registered with the SEC since 2007. The firm serves individuals, families and institutional clients and describes itself as a capital allocator that provides portfolio management for individuals and small businesses and selects outside advisers when appropriate. Compensation is charged as a percentage of assets under management. The firm does not characterize itself as an active ESG investor and operates under a single-state registration/filing structure.
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 Funds76%
- Cash & Cash Equivalents12%
- Exchange Traded Equities7%
- Private Funds4%
Contacts
1 of 1
Michael Anderson
Vice President, PrincipalCRD 4692633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$435M in ETFs
68%
$295M
<1%
$141M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $69.4M | 790,173 | 15.96% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 4902 Eisenhower Blvd
- Time zone
- ET (UTC-5)
- Office locations
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